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Mastercard Savings Plan

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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     
State Street Target Retirement 2020 Fund Class KSSBOXCU.S. All Cap10fund risk0%
State Street Target Retirement 2025 Fund Class KSSBSXCU.S. All Cap12fund risk0%
State Street Target Retirement 2030 Fund Class KSSBYXCU.S. All Cap13fund risk0%
State Street Target Retirement 2035 Fund Class KSSCKXCU.S. All Cap15fund risk0%
State Street Target Retirement 2040 Fund Class KSSCQXCU.S. All Cap16fund risk0%
State Street Target Retirement 2045 Fund Class KSSDEXCU.S. All Cap17fund risk0%
State Street Target Retirement 2060 Fund Class KSSDYXBU.S. All Cap17fund risk0%
State Street Target Retirement 2055 Fund Class KSSDQXBU.S. All Cap17fund risk0%
State Street Target Retirement 2050 Fund Class KSSDLXBU.S. All Cap17fund risk0%
State Street Target Retirement 2065 Fund Class KCU.S. All Cap17fund risk0%
State Street S&P 500 Index - Class KCU.S. Large Cap21fund risk0.05%
State Street Target Retirement Fund Class KSSFOXCU.S. All Cap8fund risk0%
U.S. Equities - Growth     
U.S. Large Cap Growth Equity Fund (T. Rowe Price)A--U.S. Large Cap - Growth24fund risk0.56%
Russell Small/Mid Cap Index - Class KA+U.S. Small Cap - Growth27fund risk0.1%
AB Discovery Growth ZCHCZXA--U.S. Mid Cap - Growth28fund risk0%
U.S. Equities - Value     
U.S. Large Cap Value Equity Fund (Northern Trust)C++U.S. Large Cap - Value23fund risk0.08%
Goldman Sachs Small/Mid Cap Value R6GMCUXA++U.S. Mid Cap - Value29fund risk0%
Global & Intl. Equity     
Artisan International Growth TrustC-International Large Cap - Growth17fund risk0.97%
International Stock Index - Class C (State Street)AInternational Large Cap18fund risk0.14%
William Blair Emerging Markets Leaders Fund Class IWBELXB++Emerging Markets20fund risk1.4%
Bonds     
Invesco Stable Value TrustCU.S. Cash / Money Market0fund risk0%
Prudential Core Plus Bond FundB-Bond - Multi Sector3fund risk0.71%
MacKay High Yield Corporate Bond Fund Class R6A++Bond - U.S. High Yield5fund risk0.59%
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