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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     
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
U.S. Equities - Value     
Fidelity Advisor Financial Services Fund Class AFAFDXC++U.S. Mid Cap - Value36fund risk1.21%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Invesco Van Kmpn Trst Fr Invst Grd MncplVGMA+Bond - U.S. Municipals10fund risk0%
First Trust Value Line 100 Exchange-Traded FundFVL Other0fund risk0.7%
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