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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     
Fidelity 500 IndexFXAIXCU.S. Large Cap17fund risk0.02%
Vanguard Strategic Equity Fund Investor SharesVSEQXFU.S. Mid Cap19fund risk0.28%
U.S. Equities - Value     
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXB--U.S. Small Cap - Value18fund risk0.98%
Global & Intl. Equity     
MFS International Value Fund Class R4MINHXBInternational Large Cap - Growth12fund risk0.83%
American Funds EuroPacific Growth Fund Class R-4REREXCInternational Large Cap - Growth15fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Dreyfus/Standish Global Fixed Income Fund Class YDSDYXB++Bond - U.S. Corporate2fund risk0.55%
Dodge & Cox Income FundDODIXB++Bond - U.S. Corporate2fund risk0.43%
PIMCO Income Fund Institutional ClassPIMIXC++Bond - Emerging Market2fund risk0.45%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS4fund risk0.1%
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