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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 Century RD Hybrid 2030 Cl 1CU.S. All Cap11fund risk0.01%
American Century RD Hybrid 2035 Cl 1CU.S. All Cap12fund risk0.01%
American Century RD Hybrid 2040 Cl 1CU.S. All Cap13fund risk0.01%
American Century RD Hybrid 2045 Cl 1CU.S. All Cap14fund risk0.01%
American Century RD Hybrid 2050 Cl 1BU.S. All Cap16fund risk0.01%
American Century RD Hybrid 2055 Cl 1BU.S. All Cap16fund risk0.78%
BlackRock Equity Index Fund Cl RCU.S. Large Cap21fund risk0.05%
BlackRock Mid Cap Equity Index Fund Cl RD++U.S. Mid Cap23fund risk0.09%
BlackRock Russell 2000 Index Fund Cl RC++U.S. Small Cap27fund risk0.09%
American Century RD Hybrid 2025 Cl 1CU.S. All Cap10fund risk0.01%
American Century Rd Hybrid In Retirement Cl 1DU.S. All Cap10fund risk0.01%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth ITBCIXF--U.S. Large Cap - Growth25fund risk0%
T. Rowe Price Diversified Mid Cap Growth Fund I ClassF--U.S. Mid Cap - Growth26fund risk0.75%
Alger Small Cap Focus Fund Class IAOFIXF--U.S. Mid Cap - Growth30fund risk1.35%
U.S. Equities - Value     
Putnam Large Cap Value Fund Class R6C++U.S. Large Cap - Value22fund risk0%
American Century Mid Cap Value Fund Institutional ClassAVUAXD++U.S. Mid Cap - Value24fund risk0.8%
Wells Fargo Special Small Cap Value Fund - Class R6ESPRXB++U.S. Small Cap - Value30fund risk1.58%
Specialty     
MFS Global Real Estate Fund Class R6MGLRXA--U.S. Real Estate20fund risk0.97%
Global & Intl. Equity     
MFS International Growth Fund Class R6MGRDXB-International Large Cap - Growth17fund risk0.88%
BlackRock EAFE Equity Index Fund Cl RCInternational Large Cap20fund risk0.34%
Putnam International Value Fund Cl R6A+International Large Cap - Value21fund risk1.09%
Amer Cent World Mut Shs -R6- Emerging Markets FundAEDMXD++Emerging Markets21fund risk0%
Bonds     
Great West Investments Fixed AccountCU.S. Cash / Money Market0fund risk0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB-Bond - U.S. Corporate2fund risk0.5%
PIMCO Income Fund Institutional ClassPIMIXA++Bond - U.S. High Yield3fund risk0.45%
Prudential Total Return Bond Fund Class QPTRQXB-Bond - Multi Sector4fund risk0.52%
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