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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.
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Best Fit Category
U.S. Equities - Blend
Oppenheimer Main Street Fund Class I
U.S. Large Cap
American Funds American Balanced Fund Class R-6
U.S. Large Cap
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
U.S. All Cap - Growth
JPMorgan Mid Cap Growth Fund Class R6
U.S. Mid Cap - Growth
Eagle Small Cap Growth Fund Class R5
U.S. Small Cap - Growth
Vanguard Information Technology Index Fund Admiral Shares
U.S. Large Cap - Growth
U.S. Equities - Value
MFS Value Fund Class R3
U.S. Large Cap - Value
Goldman Sachs Small Cap Value Fund Institutional
U.S. Small Cap - Value
Vanguard REIT Index Fund Admiral Shares
U.S. Real Estate
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6
International Large Cap - Growth
Oppenheimer Developing Markets Fund Class I
Thornburg Global Opportunities Fund Class R5
International Large Cap
US Cash / Money Market
U.S. Cash / Money Market
Loomis Sayles Investment Grade Bond Fund Class Y
U.S. Treasury - Intermediate / Long
PIMCO Real Return Fund Institutional Class
U.S. Treasury - TIPS
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