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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 Century Balanced Fund Institutional ClassABINXCU.S. Large Cap12fund risk0.7%
T. Rowe Price Balanced FundRPBAXCU.S. Large Cap14fund risk0.6%
T. Rowe Price Dividend Growth FundPRDGXDU.S. All Cap19fund risk0.66%
Voya Global Equity Div & Prm Oppty FundIGDC++U.S. Mid Cap19fund risk0%
T. Rowe Price Spectrum Growth FundPRSGXBU.S. All Cap20fund risk0.8%
Vanguard Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXB++U.S. Mid Cap24fund risk1.09%
Neuberger Berman Genesis Fund Class R6NRGSXC++U.S. Mid Cap24fund risk0.78%
LMP Capital and Income Fund Inc.SCDA++U.S. Mid Cap26fund risk0%
U.S. Equities - Growth     
Fidelity Advisor Health Care Fund I ClassFHCIXD--U.S. Mid Cap - Growth20fund risk0.85%
American Funds New Perspective Fund Class R-6RNPGXA--U.S. All Cap - Growth20fund risk0.45%
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
T. Rowe Price New America Growth FundPRWAXA--U.S. All Cap - Growth22fund risk0.81%
T. Rowe Price Health Sciences FundPRHSXC--U.S. Mid Cap - Growth22fund risk0.79%
T. Rowe Price Science and Technology FundPRSCXA--U.S. All Cap - Growth22fund risk0.86%
T. Rowe Price New Horizons FundPRNHXB--U.S. Mid Cap - Growth23fund risk0.8%
T. Rowe Price Media and Telecommunications FundPRMTXC--U.S. Large Cap - Growth24fund risk0.8%
Franklin Small Cap Growth Fund Class CFCSGXA+U.S. Small Cap - Growth26fund risk1.9%
JPMorgan Large Cap Growth Fund Class R6JLGMXC--U.S. All Cap - Growth27fund risk0.67%
AllianzGI Technology Fund Institutional ClassDRGTXB--U.S. Large Cap - Growth30fund risk1.24%
T. Rowe Price Global Technology FundPRGTXA--U.S. Mid Cap - Growth30fund risk0.95%
U.S. Equities - Value     
American Century Equity Income Fund R ClassAEURXD+U.S. Mega Cap - Value16fund risk1.43%
T. Rowe Price New Era FundPRNEXC++U.S. All Cap - Value26fund risk0.66%
AMG Managers Fairpointe Mid Cap Fund Class IABMIXC++U.S. Mid Cap - Value26fund risk0.86%
Dreyfus Mid Cap Index Fund Investor SharesPESPXB++U.S. Mid Cap - Value27fund risk0.5%
Oppenheimer Value Fund Class IOGRIXA++U.S. All Cap - Value29fund risk0.51%
T. Rowe Price Financial Services FundPRISXA++U.S. Small Cap - Value31fund risk0.88%
Dreyfus Small Cap Stock Index Fund Investor SharesDISSXC++U.S. Small Cap - Value33fund risk0.5%
American Beacon Small Cap Value Fund Class InstitutionalAVFIXC++U.S. Small Cap - Value36fund risk0.82%
Franklin Natural Resources Fund Advisor ClassFNRAXC++U.S. All Cap - Value38fund risk0.77%
T. Rowe Price Spectrum Income FundRPSIXB++U.S. Mid Cap - Value5fund risk0.69%
T. Rowe Price Real Estate FundTRREXC--U.S. Real Estate31fund risk0.79%
Global & Intl. Equity     
T. Rowe Price Africa & Middle East FundTRAMXAEurope15fund risk1.47%
Fidelity Advisor Diversified International Fund I ClassFDVIXB-International Large Cap - Growth18fund risk0.97%
T. Rowe Price Japan FundPRJPXD++Pacific18fund risk1.06%
T. Rowe Price Spectrum International FundPSILXAInternational Large Cap18fund risk0.96%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
T. Rowe Price European Stock FundPRESXCEurope19fund risk0.96%
T. Rowe Price New Asia FundPRASXB++Emerging Markets19fund risk0.93%
Oppenheimer Developing Markets Fund Class IODVIXD++Emerging Markets20fund risk0.87%
T. Rowe Price Overseas Stock FundTROSXAInternational Large Cap20fund risk0.86%
T. Rowe Price Emerging Markets Stock FundPRMSXD++Emerging Markets20fund risk1.25%
Dodge & Cox International Stock FundDODFXB+International Large Cap - Value24fund risk0.64%
T. Rowe Price Emerging Europe FundTREMXCEurope25fund risk1.47%
T. Rowe Price Latin America FundPRLAXF++Emerging Markets33fund risk1.25%
T. Rowe Price International Bond FundRPIBXD++International Small Cap5fund risk0.83%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
T. Rowe Price Short-Term Bond FundPRWBXB++Bond - U.S. High Yield1fund risk0.52%
T. Rowe Price GNMA FundPRGMXCBond - U.S. Mortgages1fund risk0.61%
American Century Government Bond Fund Institutional ClassABTIXB--U.S. Treasury - Intermediate / Long2fund risk0.27%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
T. Rowe Price U.S. Treasury Long-Term FundPRULXD--U.S. Treasury - Long26fund risk0.52%
Franklin Strategic Income Fund Class RFKSRXB++Bond - U.S. High Yield3fund risk1.11%
American Century Inflation Adjusted Bond Fund Institutional ClassAIANXC+U.S. Treasury - TIPS4fund risk0.27%
Payden High Income Fund Investor ClassPYHRXA++Bond - U.S. High Yield6fund risk0.66%
Pioneer High Yield Fund Class YTYHYXA++Bond - U.S. High Yield6fund risk0.82%
T. Rowe Price Emerging Markets Bond FundPREMXBBond - Emerging Market7fund risk0.94%
American Century Heritage Fund B ClassATHBX Other0fund risk2%
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