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403(b) Thrift Plan for Student Conservation Association, Inc

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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     
MassMutual Premier Balanced Fund Class AMMBDXBU.S. Large Cap13fund risk1.19%
Calvert Equity Portfolio Class ACSIEXFU.S. Large Cap20fund risk1.2%
Neuberger Berman Socially Responsive Fund Investor ClassNBSRXAU.S. All Cap20fund risk0.87%
MM S&P 500 Index Fund Class R4MIEAXDU.S. Large Cap21fund risk0.65%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class AAGTHXA--U.S. All Cap - Growth22fund risk0.7%
Alger Capital Appreciation Institutional Fund Class IALARXD--U.S. Large Cap - Growth24fund risk1.19%
Columbia Acorn Fund Class ALACAXB--U.S. Mid Cap - Growth24fund risk1.07%
U.S. Equities - Value     
Oakmark Equity And Income Fund Class IOAKBXA++U.S. All Cap - Value18fund risk0.77%
Columbia Mid Cap Index Fund Class ANTIAXB++U.S. Mid Cap - Value28fund risk0.45%
Invesco Select Companies Fund Class AATIAXF++U.S. Mid Cap - Value33fund risk1.16%
Victory Global Natural Resources Fund Class ARSNRXA++U.S. Small Cap - Value44fund risk1.43%
MassMutual Select Fundamental Value Fund Class AMFUAXA++U.S. Mid Cap - Value51fund risk1.23%
Global & Intl. Equity     
MM MSCI EAFE International Index Fund Class AMKRAXCInternational Large Cap18fund risk0.88%
American Funds EuroPacific Growth Fund Class AAEPGXA-International Large Cap - Growth19fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
American Century Investments Capital Preservation Fund Investor ClassCPFXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
BlackRock Strategic Income Opportunities Portfolio Institutional SharesBSIIXA++Bond - U.S. High Yield2fund risk0.65%
Calvert Bond Portfolio Class ACSIBXA-Bond - Multi Sector3fund risk1.11%
MassMutual Premier Core Bond Fund Class AMMCBXA-Bond - Multi Sector3fund risk0.96%
Templeton Global Bond Fund Class ATPINXC--U.S. Treasury - Intermediate4fund risk0.86%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
Voya Global Real Estate Fund Class AIGLAX Other0fund risk1.24%
Manning & Napier World Opportunities Fund Class AEXWAX Other0fund risk1.07%
MassMutual Premier Money Market Fund Class AMKAXX Other0fund risk0%
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