P&A Group Retirement

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
American Funds 2025 Target Date Retirement Fund Class R-4	RDDTX	C	U.S. Large Cap	10	0%
American Funds American Balanced Fund Class A	ABALX	C	U.S. Large Cap	12	0.61%
American Funds 2030 Target Date Retirement Fund Class R-4	RDETX	C	U.S. Large Cap	12	0%
American Funds 2035 Target Date Retirement Fund Class R-4	RDFTX	B	U.S. Large Cap	15	0%
American Funds 2040 Target Date Retirement Fund Class R-4	RDGTX	B	U.S. Large Cap	16	0%
American Funds 2045 Target Date Retirement Fund Class R-4	RDHTX	B	U.S. Large Cap	16	0%
American Funds 2055 Target Date Retirement Fund Class R-4	RDJTX	B	U.S. Large Cap	17	0%
American Funds 2050 Target Date Retirement Fund Class R-4	RDITX	B	U.S. Large Cap	17	0%
American Funds Capital World Growth and Income Fund Class A	CWGIX	B	U.S. Large Cap	17	0.8%
American Funds Investment Company of America Class A	AIVSX	C	U.S. Large Cap	19	0.61%
American Funds AMCAP Fund Class A	AMCPX	D	U.S. Large Cap	20	0.7%
Columbia Large Cap Index Fund Class A	NEIAX	D	U.S. Large Cap	21	0.45%
Dreyfus Opportunistic Midcap Value Fund Class A	DMCVX	B++	U.S. Mid Cap	24	1.18%
Baron Growth Fund Retail Shares	BGRFX	F++	U.S. Mid Cap	27	1.3%
American Funds 2010 Target Date Retirement Fund Class R-4	RDATX	C	U.S. All Cap	8	0%
American Funds 2015 Target Date Retirement Fund Class R-4	RDBTX	C	U.S. All Cap	9	0%
American Funds 2020 Target Date Retirement Fund Class R-4	RDCTX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Funds New Perspective Fund Class A	ANWPX	A--	U.S. All Cap - Growth	20	0.79%
American Funds The Growth Fund of America Class A	AGTHX	A--	U.S. All Cap - Growth	22	0.7%
U.S. Equities - Value
JPMorgan Intrepid Value Fund Class A Shares	JIVAX	B++	U.S. Large Cap - Value	23	0.94%
Invesco Equally-Weighted S&P 500 Fund Class A	VADAX	C++	U.S. All Cap - Value	25	0.57%
Columbia Mid Cap Index Fund Class A	NTIAX	B++	U.S. Mid Cap - Value	28	0.45%
T. Rowe Price Small-Cap Value Fund Advisor Class	PASVX	C++	U.S. Small Cap - Value	29	1.09%
Columbia Small Cap Index Fund Class A	NMSAX	C++	U.S. Small Cap - Value	33	0.45%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A	AEPGX	A-	International Large Cap - Growth	19	0.84%
BlackRock International Index Fund Investor A Shares	MDIIX	B	International Large Cap	19	0.6%
American Funds New World Fund Class A	NEWFX	B++	Emerging Markets	19	1.06%
Bonds
American Funds Short-Term Bond Fund of America Class A	ASBAX	C-	Bond - Multi Sector	1	0.6%
American Funds Intermediate Bond Fund of America Class A	AIBAX	B-	Bond - Multi Sector	1	0.6%
PIMCO GNMA Fund Class A	PAGNX	B	Bond - U.S. Mortgages	2	0.9%
Templeton Global Bond Fund Class A	TPINX	C--	U.S. Treasury - Intermediate	4	0.86%
Other
Invesco Mid Cap Core Equity Fund Class A	GTAGX		Other	0	1.16%
Dreyfus Intermediate Term Income Fund Class A	DRITX		Other	0	0.86%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information