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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     
Vanguard Balanced Index Fund Admiral SharesVBIAXCU.S. All Cap13fund risk0.09%
iShares Russell 3000 ETFIWVCU.S. All Cap21fund risk0.2%
T. Rowe Price Mid-Cap Growth FundRPMGXD++U.S. Mid Cap22fund risk0.78%
Voya Solution Income Portfolio Class IISWIXCU.S. All Cap7fund risk0.13%
U.S. Equities - Growth     
Voya Large-Cap Growth Fund Class IPLCIXF--U.S. All Cap - Growth24fund risk0.94%
Voya Large-Cap Growth Fund Class ANLCAXF--U.S. All Cap - Growth24fund risk1.33%
Victory RS Small Cap Growth Fund Class ARSEGXF+U.S. Small Cap - Growth29fund risk1.35%
U.S. Equities - Value     
American Funds Washington Mutual Investors Fund Class AAWSHXC+U.S. Mega Cap - Value19fund risk0.6%
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXD++U.S. Mid Cap - Value28fund risk1.17%
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXD++U.S. Mid Cap - Value28fund risk0.89%
Columbia Small Cap Value Fund II Class ZNSVAXA++U.S. Small Cap - Value34fund risk1.04%
BMO Small-Cap Value Fund Class IMRSNXC++U.S. Small Cap - Value35fund risk0.99%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXA-International Large Cap - Growth19fund risk0.84%
iShares MSCI ACWI ex US ETFACWXBInternational Large Cap19fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Total Bond FundFTBFXC-Bond - U.S. Corporate3fund risk0.45%
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