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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     
American Funds American Balanced Fund Class R-6RLBGXCU.S. All Cap19fund risk0.29%
Oppenheimer Main Street Fund Class IOMSIXFU.S. Large Cap34fund risk0.51%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXC++U.S. All Cap - Growth30fund risk0.34%
JPMorgan Mid Cap Growth Fund Class R6JMGMXA++U.S. Mid Cap - Growth34fund risk0.74%
Vanguard Information Technology Index Fund Admiral SharesVITAXA++U.S. Large Cap - Growth38fund risk0.14%
Eagle Small Cap Growth Fund Class R5HSRSXC+U.S. Small Cap - Growth38fund risk0.77%
U.S. Equities - Value     
MFS Value Fund Class R3MEIHXB--U.S. Large Cap - Value34fund risk0.91%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF--U.S. Small Cap - Value42fund risk0.98%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXB--U.S. Real Estate41fund risk0.1%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA--Europe27fund risk0.49%
Oppenheimer Developing Markets Fund Class IODVIXB--Emerging Markets28fund risk0.87%
Thornburg Global Opportunities Fund Class R5THOFXA--Europe32fund risk0.99%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Loomis Sayles Investment Grade Bond Fund Class YLSIIXB++Bond - U.S. Corporate6fund risk0.58%
PIMCO Real Return Fund Institutional ClassPRRIXC++U.S. Treasury - TIPS8fund risk0.45%
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