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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 Growth Allocation Fund Class R3MAGEXAU.S. All Cap10fund risk0.34%
MFS Moderate Allocation Fund Class R3MAMHXAU.S. All Cap8fund risk0.33%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth Fund Advisor ClassPABGXDU.S. Large Cap - Growth21fund risk1%
U.S. Equities - Value     
AB Discovery Value Fund Advisor ClassABYSXC--U.S. Small Cap - Value16fund risk0.93%
Oakmark Equity And Income Fund Class IOAKBXCU.S. All Cap - Value10fund risk0.77%
Global & Intl. Equity     
MFS International New Discovery Fund Class AMIDAXCInternational Large Cap - Growth11fund risk1.39%
Transamerica International Equity ITSWIXD-Europe14fund risk1.02%
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXC-Emerging Markets15fund risk0.63%
Bonds     
Wells Fargo Core Bond Fund - Class R4MBFRXB++Bond - Multi Sector3fund risk0.52%
Goldman Sachs Government Income Fund Class A SharesGSGOXC++U.S. Treasury - Intermediate3fund risk0.92%
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