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New York Power Authority

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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%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap13fund risk0.72%
T. Rowe Price Balanced FundRPBAXCU.S. Large Cap14fund risk0.6%
T. Rowe Price Capital Appreciation FundPRWCXCU.S. All Cap14fund risk0.71%
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%
T. Rowe Price Dividend Growth FundPRDGXDU.S. All Cap19fund risk0.66%
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap19fund risk0.31%
Vanguard Total Stock Market Index Fund Institutional SharesVITSXCU.S. All Cap21fund risk0.04%
T. Rowe Price Mid-Cap Growth FundRPMGXD++U.S. Mid Cap22fund risk0.78%
Vanguard Small Capitalization Index Fund Investor SharesNAESXC++U.S. Small Cap27fund risk0.24%
Royce Pennsylvania Mutual Fund Investment ClassPENNXB++U.S. Small Cap27fund risk0.92%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap8fund risk0.58%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap9fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap9fund risk0.61%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
T. Rowe Price New America Growth FundPRWAXA--U.S. All Cap - Growth22fund risk0.81%
T. Rowe Price Health Sciences FundPRHSXC--U.S. Mid Cap - Growth22fund risk0.79%
T. Rowe Price Science and Technology FundPRSCXA--U.S. All Cap - Growth22fund risk0.86%
T. Rowe Price New Horizons FundPRNHXB--U.S. Mid Cap - Growth23fund risk0.8%
T. Rowe Price Growth Stock FundPRGFXB--U.S. Large Cap - Growth24fund risk0.69%
U.S. Equities - Value     
T. Rowe Price Equity Income FundPRFDXB++U.S. All Cap - Value25fund risk0.67%
T. Rowe Price Mid-Cap Value FundTRMCXA++U.S. Mid Cap - Value26fund risk0.8%
T. Rowe Price Financial Services FundPRISXA++U.S. Small Cap - Value31fund risk0.88%
Specialty     
Cohen & Steers Realty Shares FundCSRSXC--U.S. Real Estate27fund risk0.97%
Vanguard REIT Index Fund Investor SharesVGSIXC--U.S. Real Estate27fund risk0.24%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Investor SharesVGTSXAInternational Large Cap18fund risk0.22%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
New Alternatives Fund Class ANALFXA-International Large Cap - Growth21fund risk1.12%
Dodge & Cox International Stock FundDODFXB+International Large Cap - Value24fund risk0.64%
Bonds     
T. Rowe Price Government Money FundPRRXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXC-Bond - Multi Sector3fund risk0.2%
RidgeWorth Seix High Yield Fund Class InstitutionalSAMHXB++Bond - U.S. High Yield6fund risk0.55%
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