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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. Large Cap12fund risk0.29%
Oppenheimer Main Street Fund Class IOMSIXCU.S. Large Cap20fund risk0.51%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
JPMorgan Mid Cap Growth Fund Class R6JMGMXA--U.S. Mid Cap - Growth25fund risk0.74%
Vanguard Information Technology Index Fund Admiral SharesVITAXC--U.S. All Cap - Growth27fund risk0.14%
Eagle Small Cap Growth Fund Class R5HSRSXF+U.S. Small Cap - Growth28fund risk0.77%
U.S. Equities - Value     
MFS Value Fund Class R3MEIHXD+U.S. Mega Cap - Value21fund risk0.91%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXC++U.S. Small Cap - Value33fund risk0.98%
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Thornburg Global Opportunities Fund Class R5THOFXA++International Small Cap19fund risk0.99%
Oppenheimer Developing Markets Fund Class IODVIXD++Emerging Markets20fund risk0.87%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Loomis Sayles Investment Grade Bond Fund Class YLSIIXA-Bond - U.S. Corporate4fund risk0.58%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
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