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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 2010 FundTRRAXB--U.S. Mid Cap13fund risk0.61%
T. Rowe Price Retirement 2015 FundTRRGXB--U.S. Mid Cap15fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXB--U.S. Mid Cap17fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXA--U.S. Mid Cap20fund risk0.72%
Vanguard Wellington Fund Admiral SharesVWENXDU.S. Large Cap21fund risk0.18%
T. Rowe Price Retirement 2030 FundTRRCXB--U.S. Mid Cap22fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXB--U.S. Mid Cap24fund risk0.76%
Pax Global Environmental Markets Fund Institutional ClassPGINXA--U.S. Mid Cap31fund risk1.15%
Vanguard PRIMECAP Fund Admiral SharesVPMAXDU.S. Large Cap33fund risk0.36%
NYSDCB Equity Index Unitized AccountCU.S. Large Cap34fund risk0.17%
NYSDCB Russell 2500 index Unitized Account, C--U.S. Small Cap38fund risk1.66%
Vanguard Strategic Equity Fund Investor SharesVSEQXF--U.S. Mid Cap39fund risk0.28%
U.S. Equities - Growth     
T. Rowe Price Retirement 2040 FundTRRDXF++U.S. Mid Cap - Growth25fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXF++U.S. Mid Cap - Growth27fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXF++U.S. Mid Cap - Growth27fund risk0%
T. Rowe Price Retirement 2050 FundTRRMXF++U.S. Mid Cap - Growth27fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXF++U.S. Mid Cap - Growth27fund risk0.76%
Fidelity OTC Portfolio Class KFOCKXA++U.S. All Cap - Growth32fund risk0.6%
T. Rowe Price Blue Chip Growth FundTRBCXC++U.S. Large Cap - Growth33fund risk0.74%
T. Rowe Price QM US Small Cap Growth Eq. ITQAIXF+U.S. Small Cap - Growth36fund risk0%
U.S. Equities - Value     
T. Rowe Price Equity Income FundPRFDXD--U.S. All Cap - Value36fund risk0.67%
Boston Partners Large-Cap Value Equity FundC--U.S. All Cap - Value37fund risk0.7%
Delaware Small Cap Value Fund Institutional ClassDEVIXD--U.S. Small Cap - Value44fund risk1%
Global & Intl. Equity     
International Equity Fund - Index PortfolioB--International Large Cap30fund risk0.34%
Mrgn Stnly Instl Fd Shs -IS- Emerging Markets Portfolio FundMMMPXF--Emerging Markets30fund risk0%
Stable Income FundCU.S. Cash / Money Market0fund risk0%
NYSDCB US Debt Index Unitized AccountB++Bond - Multi Sector5fund risk0.07%
Voya Core Plus Trust FundD-Bond - U.S. High Yield8fund risk0.62%
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