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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     
Franklin Rising Dividends Fund Class AFRDPXDU.S. All Cap20fund risk0.93%
SSgA S&P 500 Index Fund N ClassSVSPXCU.S. Large Cap21fund risk0.17%
U.S. Equities - Growth     
Fidelity Advisor Equity Growth Fund Class TFAEGXB--U.S. All Cap - Growth23fund risk1.28%
Oppenheimer Capital Appreciation Fund Class AOPTFXC--U.S. All Cap - Growth24fund risk1.11%
Alger Small Cap Growth Institutional Fund Class IALSRXA--U.S. Mid Cap - Growth28fund risk1.25%
Alger Mid Cap Growth Institutional Fund Class IALMRXA--U.S. Mid Cap - Growth28fund risk1.29%
U.S. Equities - Value     
AB Growth and Income Fund Class ACABDXB++U.S. All Cap - Value22fund risk1.08%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF++U.S. Small Cap - Value30fund risk1.17%
Global & Intl. Equity     
Templeton Growth Fund, Inc. Class RetirementTEGRXAInternational Large Cap17fund risk1.32%
Invesco European Growth Fund Class AAEDAXBEurope18fund risk1.39%
Janus Overseas Fund Class SJIGRXAInternational Large Cap20fund risk0.93%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Deutsche Global High Income Fund Class SSGHSXC++Bond - U.S. High Yield7fund risk0.82%
Deutsche Large Cap Value Fund Class AKDCAX Other0fund risk0.99%
SSgA Life Solutions Income and Gr InstlSSLIX Other0fund risk0.45%
SSgA Life Solutions Growth RSLRRX Other0fund risk0.97%
SSgA U.S. Government Money Market Fund N ClassSSGXX Other0fund risk0%
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