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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     
VY T. Rowe Price Capital Appreciation AITRAXBU.S. All Cap14fund risk1.24%
VY Morgan Stanley Global Franchise Portfolio Class AIGFAXF-U.S. Mega Cap17fund risk1.56%
American Funds Fundamental Investors Class F-1AFIFXBU.S. Large Cap19fund risk0.7%
Bonds     
Voya GNMA Income Fund Class ALEXNXCBond - U.S. Mortgages2fund risk0.94%
PIMCO Income Fund Class RPONRXB++Bond - U.S. High Yield3fund risk1.1%
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