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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
American Funds American Balanced Fund Class R-3RLBCXCU.S. Large Cap12fund risk0.94%
MFS Massachusetts Investors Growth Stock Fund Class R2MIRGXDU.S. Large Cap21fund risk1%
Franklin Growth Series Class RFGSRXD-U.S. Mega Cap22fund risk1.16%
Sentinel Small Company Fund Class ASAGWXA++U.S. Small Cap28fund risk1.21%
U.S. Equities - Growth     
Goldman Sachs Growth Opportunities Fund Class AGGOAXB--U.S. Mid Cap - Growth24fund risk1.35%
Columbia Global Technology Growth Fund Class ACTCAXB--U.S. All Cap - Growth27fund risk1.46%
U.S. Equities - Value     
Invesco Diversified Dividend Fund Class ALCEAXF++U.S. All Cap - Value21fund risk0.86%
Columbia Global Equity Value Fund Class AIEVAXC++U.S. Large Cap - Value21fund risk1.18%
Columbia Mid Cap Index Fund Class ANTIAXB++U.S. Mid Cap - Value28fund risk0.45%
John Hancock Funds Disciplined Value Mid Cap Fund Class R2JVMSXD++U.S. Mid Cap - Value28fund risk1.27%
Transamerica Small/Mid Cap Value Fund Class AIIVAXB++U.S. Mid Cap - Value28fund risk1.38%
Invesco Select Companies Fund Class AATIAXF++U.S. Mid Cap - Value33fund risk1.16%
Specialty     
Nuveen Real Estate Securities Fund Class AFREAXD--U.S. Real Estate26fund risk1.25%
Global & Intl. Equity     
Oppenheimer International Diversified Fund Class AOIDAXA-International Large Cap - Growth17fund risk0.68%
Aberdeen Emerging Markets Fund Class AGEGAXA++Emerging Markets21fund risk1.43%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Low Duration Fund Class RPLDRXB-Bond - Multi Sector1fund risk1.05%
Lord Abbett Short Duration Income Fund Class ALALDXB++Bond - U.S. High Yield2fund risk0.58%
PIMCO Total Return Fund Class RPTRRXB-Bond - Multi Sector3fund risk1.1%
Loomis Sayles Bond Fund Admin ClassLBFAXC++Bond - U.S. High Yield5fund risk1.18%
Putnam U.S. Government Income Fund Class APGSIXB++Bond - U.S. High Yield6fund risk0.87%
Other     
Invesco Gold and Precious Metals Fund Class AIGDAX Other0fund risk1.45%
AB 2015 Retirement Strategy Class ALTEAX Other0fund risk0.94%
AllianceBern 2025 Retirement Strat ALTIAX Other0fund risk1%
AB 2035 Retirement Strategy Class ALTKAX Other0fund risk1.02%
HighMark NYSE ArcaTech 100 Index APPTIX Other0fund risk1.08%
Federated Automated Cash Management Trust Class R SharesACKXX Other0fund risk0%
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