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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     
USA Truck, Inc.USAKA++U.S. Small Cap75fund risk0%
Fidelity Advisor Real Estate Income Fund Class AFRINXA--U.S. Real Estate14fund risk1.07%
Global & Intl. Equity     
Dunham Emerging Markets Stock Fund Class ADAEMXB++Emerging Markets20fund risk2.25%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Inflation-Protected Securities Fund Investor SharesVIPSXC+U.S. Treasury - TIPS4fund risk0.2%
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Following a plan allows you to:
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  • Make modifications and contribute to the plan information