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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     
MFS Global Equity Fund Class R4MWELXFU.S. Large Cap26fund risk1.04%
Principal LargeCap S&P 500 Index Fund R-5 ClassPLFPXCU.S. Large Cap30fund risk0.41%
Principal MidCap S&P 400 Index Fund R-5 ClassPMFPXD--U.S. Mid Cap33fund risk0.42%
Principal SmallCap S&P 600 Index Fund R-5 ClassPSSPXF--U.S. Small Cap34fund risk0.42%
U.S. Equities - Growth     
Principal LargeCap Growth Fund I R-5 ClassPPUPXF++U.S. All Cap - Growth30fund risk0.85%
Ivy Mid Cap Growth Fund Class IIYMIXBU.S. Mid Cap - Growth30fund risk0.99%
Principal SmallCap Growth Fund I R-5 ClassPPNPXB--U.S. Small Cap - Growth31fund risk1.32%
U.S. Equities - Value     
Principal Equity Income Fund R-5 ClassPEIQXC--U.S. Large Cap - Value30fund risk0.77%
Principal MidCap Value Fund I R-5 ClassPABVXB--U.S. Mid Cap - Value31fund risk1.22%
Delaware Small Cap Value Fund Institutional ClassDEVIXC--U.S. Small Cap - Value36fund risk1%
Specialty     
Principal Real Estate Securities Fund R-5 ClassPREPXB--U.S. Real Estate33fund risk1.09%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXB--Europe24fund risk0.84%
Principal International Equity Index Fund R-5 ClassPIIQXC--International Large Cap25fund risk0.62%
Oppenheimer Developing Markets Fund Class AODMAXA--Emerging Markets25fund risk1.35%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
BlackRock High Yield Bond Portfolio Institutional SharesBHYIXF--Bond - U.S. High Yield11fund risk0.6%
Oppenheimer International Bond Fund Class AOIBAXF--Bond - Emerging Market12fund risk1.01%
Principal Bond Market Index Fund R-5 ClassPBIQXD++U.S. Treasury - Intermediate5fund risk0.52%
Goldman Sachs Strategic Income Fund Class A SharesGSZAXD--Bond - U.S. High Yield6fund risk0.91%
PIMCO Real Return Fund Administrative ClassPARRXD++U.S. Treasury - TIPS8fund risk0.7%
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