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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     
American Funds AMCAP Fund Class R-6RAFGXCU.S. Large Cap30fund risk0.37%
American Funds Fundamental Investors Class R-6RFNGXFU.S. All Cap32fund risk0.31%
Vanguard 500 Index Fund Admiral ClassVFIAXDU.S. Large Cap34fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXB--U.S. Mid Cap36fund risk0.09%
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6ERASXF--U.S. Mid Cap36fund risk0%
Voya Small Company Fund Class R6ISMZXF--U.S. Small Cap41fund risk0%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXD++U.S. All Cap - Growth31fund risk0.45%
U.S. Equities - Value     
American Funds Income Portfolio Class R-6RINGXB--U.S. Large Cap - Value16fund risk0.03%
American Funds Capital Income Builder Class R-6RIRGXD--U.S. Large Cap - Value21fund risk0.3%
Invesco Diversified Dividend Fund Class R6LCEFXD--U.S. Large Cap - Value32fund risk0.48%
Victory Sycamore Established Value Fund Class R6VEVRXC--U.S. Mid Cap - Value38fund risk0%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXB--U.S. Small Cap - Value46fund risk0.37%
Specialty     
DFA Real Estate Securities Portfolio Institutional ClassDFREXC--U.S. Real Estate41fund risk0.18%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA--Europe27fund risk0.49%
Oppenheimer International Growth Fund Class IOIGIXAInternational Large Cap - Growth29fund risk0.72%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Prudential High-Yield Fund Class QPHYQXBBond - U.S. High Yield11fund risk0.47%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC++Bond - Multi Sector5fund risk0.08%
Voya Intermediate Bond Fund Class R6IIBZXB++Bond - Multi Sector6fund risk0%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC++U.S. Treasury - TIPS8fund risk0.12%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXB++Bond - U.S. Corporate10fund risk0.5%
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