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city of hartford

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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     
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap23fund risk0.19%
Hartford Capital Appreciation HLS Fund Class IAHIACXFU.S. All Cap33fund risk0.67%
Vanguard 500 Index Fund Admiral ClassVFIAXDU.S. Large Cap34fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXB--U.S. Mid Cap36fund risk0.09%
Lord Abbett Value Opportunities Fund Class ALVOAXF--U.S. Mid Cap37fund risk1.28%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A SharesSAMVXF--U.S. Mid Cap38fund risk1.35%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXD--U.S. Mid Cap39fund risk0.09%
U.S. Equities - Growth     
Artisan Mid Cap Fund Investor ClassARTMXA++U.S. Mid Cap - Growth32fund risk1.22%
T. Rowe Price Growth Stock Fund Advisor ClassTRSAXC++U.S. All Cap - Growth34fund risk0.93%
Alger Capital Appreciation Institutional Fund Class IALARXB++U.S. Large Cap - Growth34fund risk1.19%
Lord Abbett Developing Growth Fund Class ALAGWXA++U.S. Mid Cap - Growth37fund risk1.11%
U.S. Equities - Value     
Franklin Mutual Global Discovery Fund Class ATEDIXF--U.S. All Cap - Value34fund risk1.28%
Invesco Growth and Income Fund Class AACGIXD--U.S. All Cap - Value38fund risk0.81%
RidgeWorth Ceredex Small Cap Value Equity Fund Class ASASVXF--U.S. Mid Cap - Value40fund risk1.5%
American Century Small Cap Value Fund Investor ClassASVIXB--U.S. Small Cap - Value43fund risk1.22%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXA--Europe27fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXC-Emerging Markets28fund risk1.35%
Hartford International Opportunities HLS Fund Class IAHIAOXA--Europe29fund risk0.74%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Franklin U.S. Government Securities Series Class AFKUSXC+Bond - U.S. Mortgages3fund risk0.73%
Dreyfus Bond Market Index Fund Class IDBIRXC++Bond - Multi Sector5fund risk0.15%
PIMCO Total Return Fund Class APTTAXB++Bond - Multi Sector5fund risk0.85%
American Century Inflation Adjusted Bond Fund Investor ClassACITXC++U.S. Treasury - TIPS7fund risk0.47%
Hartford Value HLS Fund Class IAHIAVX Other0fund risk0.76%
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