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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     
Ivy Asset Strategy Fund Class CWASCXBU.S. All Cap14fund risk1.68%
Fidelity Advisor Small Cap Fund Class CFSCEXB++U.S. Small Cap27fund risk1.75%
U.S. Equities - Growth     
Wells Fargo Growth Fund - Class CWGFCXC--U.S. All Cap - Growth27fund risk1.94%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Investor C SharesMCDVXD++U.S. All Cap - Value22fund risk1.68%
Prudential Jennison Natural Resources Fund Class CPNRCXA++U.S. All Cap - Value31fund risk1.87%
Invesco Real Estate Fund Class CIARCXF--U.S. Real Estate27fund risk2%
Global & Intl. Equity     
BlackRock International Opportunities Portfolio Investor C SharesBRECXCEurope15fund risk2.3%
Oppenheimer Developing Markets Fund Class CODVCXD++Emerging Markets20fund risk2.05%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Prudential Short-Term Corporate Bond Fund Class CPIFCXC++Bond - U.S. High Yield2fund risk1.51%
Templeton Global Bond Fund Class CTEGBXD--U.S. Treasury - Intermediate4fund risk1.26%
Invesco Mid Cap Core Equity Fund Class CGTACX Other0fund risk1.91%
Morgan Stanley International CINLCX Other0fund risk2.3%
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