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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Procter & Gamble Co
PG
D-
U.S. Mega Cap
19
0%
Johnson & Johnson
JNJ
B-
U.S. Mega Cap
19
0%
Merck & Co., Inc.
MRK
F-
U.S. Mega Cap
23
0%
McDonald's Corporation
MCD
F
U.S. Large Cap
23
0%
Home Depot Inc
HD
A
U.S. Large Cap
25
0%
UnitedHealth Group Inc
UNH
A-
U.S. Mega Cap
30
0%
Nike Inc
NKE
D
U.S. Large Cap
30
0%
Visa Inc
V
F
U.S. Large Cap
30
0%
Intel Corporation
INTC
D-
U.S. Mega Cap
40
0%
U.S. Equities - Growth
Wal-Mart Stores, Inc.
WMT
C--
U.S. Mega Cap - Growth
23
0%
Microsoft Corporation
MSFT
F--
U.S. Mega Cap - Growth
30
0%
Apple Inc.
AAPL
D--
U.S. Mega Cap - Growth
37
0%
U.S. Equities - Value
Verizon Communications Inc.
VZ
F+
U.S. Mega Cap - Value
18
0%
The Coca-Cola Co
KO
F+
U.S. Mega Cap - Value
25
0%
Pfizer Inc.
PFE
F+
U.S. Mega Cap - Value
27
0%
3M Co
MMM
C++
U.S. All Cap - Value
27
0%
International Business Machines Corp.
IBM
F+
U.S. Mega Cap - Value
31
0%
Travelers Companies Inc
TRV
F++
U.S. All Cap - Value
33
0%
Caterpillar Inc.
CAT
A++
U.S. All Cap - Value
36
0%
Goldman Sachs Group Inc
GS
A++
U.S. All Cap - Value
37
0%
Walt Disney Co
DIS
A++
U.S. All Cap - Value
38
0%
JPMorgan Chase & Co.
JPM
A++
U.S. All Cap - Value
39
0%
Walgreens Boots Alliance
WBA
B++
U.S. Small Cap - Value
39
0%
Chevron Corporation
CVX
F+
U.S. Mega Cap - Value
41
0%
Exxon Mobil Corporation
XOM
B++
U.S. All Cap - Value
45
0%
American Express Company
AXP
F++
U.S. Mid Cap - Value
47
0%
United Technologies Corporation
UTX
F++
U.S. Mid Cap - Value
61
0%
Boeing Co
BA
F++
U.S. Mid Cap - Value
66
0%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
Other
The Dow Chemical Company
DOW
Other
0
0%
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