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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     
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap10fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap12fund risk0.69%
Vanguard Wellington Fund Admiral SharesVWENXCU.S. Large Cap13fund risk0.18%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap13fund risk0.72%
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap15fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXBU.S. All Cap17fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXBU.S. All Cap18fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXBU.S. All Cap19fund risk0%
Pax Global Environmental Markets Fund Institutional ClassPGINXB++U.S. Mid Cap20fund risk1.15%
NYSDCB Equity Index Unitized AccountCU.S. Large Cap21fund risk0.17%
Vanguard PRIMECAP Fund Admiral SharesVPMAXBU.S. All Cap21fund risk0.36%
Vanguard Strategic Equity Fund Investor SharesVSEQXA++U.S. Mid Cap27fund risk0.28%
NYSDCB Russell 2500 index Unitized Account, B++U.S. Small Cap27fund risk1.66%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap9fund risk0.61%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXF--U.S. Large Cap - Growth25fund risk0.74%
Fidelity OTC Portfolio Class KFOCKXA--U.S. Large Cap - Growth25fund risk0.6%
T. Rowe Price QM US Small Cap Growth Eq. ITQAIXD+U.S. Small Cap - Growth25fund risk0%
U.S. Equities - Value     
Boston Partners Large-Cap Value Equity FundC++U.S. All Cap - Value24fund risk0.7%
T. Rowe Price Equity Income FundPRFDXB++U.S. All Cap - Value25fund risk0.67%
Delaware Small Cap Value Fund Institutional ClassDEVIXD++U.S. Small Cap - Value35fund risk1%
Global & Intl. Equity     
International Equity Fund - Index PortfolioCInternational Large Cap20fund risk0.34%
Mrgn Stnly Instl Fd Shs -IS- Emerging Markets Portfolio FundMMMPXD++Emerging Markets21fund risk0%
NYSDCP Stable Income FundCU.S. Cash / Money Market0fund risk0%
Voya Core Plus Trust FundA++Bond - U.S. High Yield2fund risk0.62%
NYSDCB US Debt Index Unitized AccountC-Bond - Multi Sector3fund risk0.07%
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