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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 Moderate Allocation Fund Class R3MAMHXB--U.S. Mid Cap16fund risk0.33%
Oakmark Equity And Income Fund Class IOAKBXF--U.S. Mid Cap20fund risk0.77%
MFS Growth Allocation Fund Class R3MAGEXB--U.S. Mid Cap21fund risk0.34%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth Fund Advisor ClassPABGXD++U.S. Large Cap - Growth30fund risk1%
U.S. Equities - Value     
AB Discovery Value Fund Advisor ClassABYSXF--U.S. Small Cap - Value35fund risk0.93%
Global & Intl. Equity     
MFS International New Discovery Fund Class AMIDAXF--Europe22fund risk1.39%
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXF--Emerging Markets25fund risk0.63%
Transamerica International Equity ITSWIXD--Europe27fund risk1.02%
Goldman Sachs Government Income Fund Class A SharesGSGOXB++Bond - Multi Sector5fund risk0.92%
Wells Fargo Core Bond Fund - Class R4MBFRXC++Bond - Multi Sector5fund risk0.52%
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