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Connor Consulting Inc.

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PLAN FUNDS investment options ratings help
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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     
Manning & Napier Pro-Blend Extended Term Series Class IMNBIXCU.S. Large Cap12fund risk0.81%
Manning & Napier Pro-Blend Maximum Term Series Class IMNHIXBU.S. Large Cap18fund risk0.82%
BlackRock Advantage Global Investor ACU.S. Large Cap19fund risk1.37%
Vanguard Total Stock Market Index Fund Investor SharesVTSMXCU.S. All Cap21fund risk0.17%
JPMorgan U.S. Large Cap Core Plus Fund Class A SharesJLCAXC-U.S. Mega Cap22fund risk1.29%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A SharesSAMVXC++U.S. Mid Cap24fund risk1.35%
VanEck Global Hard Assets Fund Class AGHAAXA++U.S. Mid Cap30fund risk1.38%
Manning & Napier Pro-Blend Conservative Term Series Class IMNCIXCU.S. All Cap6fund risk0.67%
Manning & Napier Pro-Blend Moderate Term Series Class IMNMIXCU.S. Large Cap9fund risk0.81%
U.S. Equities - Growth     
Ivy Science And Technology Fund Class AWSTAXA--U.S. All Cap - Growth25fund risk1.26%
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXC+U.S. Small Cap - Growth26fund risk0.08%
U.S. Equities - Value     
Vanguard Small-Cap Value Index Fund Institutional SharesVSIIXC++U.S. Small Cap - Value31fund risk0.08%
Prudential Jennison Utility Fund Class APRUAXD--U.S. Real Estate20fund risk0.85%
Vanguard REIT Index Fund Investor SharesVGSIXC--U.S. Real Estate27fund risk0.24%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXA-International Large Cap - Growth19fund risk0.84%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Income Fund Class RPONRXB++Bond - U.S. High Yield3fund risk1.1%
Loomis Sayles Bond Fund Retail ClassLSBRXC++Bond - U.S. High Yield5fund risk0.92%
Lord Abbett High Yield Fund Class ILAHYXA++Bond - U.S. High Yield7fund risk0.75%
Invesco Dynamics Fund Class AIDYAX Other0fund risk1.12%
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