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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     
Wells Fargo Global Opportunities Fund - Class AdminEKGYXF--U.S. Small Cap27fund risk1.4%
American Century Small Company Fund Institutional ClassASCQXF--U.S. Small Cap36fund risk0.67%
Harbor Small Cap Value Fund Institutional ClassHASCXC--U.S. Small Cap40fund risk0.84%
U.S. Equities - Growth     
Alger Small Cap Growth Institutional Fund Class IALSRXA+U.S. Mid Cap - Growth32fund risk1.25%
T. Rowe Price Growth Stock FundPRGFXD++U.S. All Cap - Growth32fund risk0.69%
Artisan Small Cap Fund Investor SharesARTSXA--U.S. Small Cap - Growth33fund risk1.25%
Wells Fargo Large Cap Growth Fund - Class InstSTNFXD++U.S. All Cap - Growth34fund risk0.69%
RidgeWorth Silvant Small Cap Growth Stock Fund I SharesSSCTXB--U.S. Small Cap - Growth35fund risk1.26%
U.S. Equities - Value     
Goldman Sachs Large Cap Value Fund Institutional ClassGSLIXC--U.S. Large Cap - Value33fund risk0.8%
T. Rowe Price Equity Income FundPRFDXF--U.S. All Cap - Value34fund risk0.67%
Dreyfus/The Boston Company Small Cap Value Fund Class ISTSVXC--U.S. Small Cap - Value38fund risk0.99%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF--U.S. Small Cap - Value38fund risk0.98%
Specialty     
T. Rowe Price Real Estate FundTRREXF--U.S. Real Estate38fund risk0.79%
Global & Intl. Equity     
Harbor International Fund Institutional ClassHAINXC--Europe25fund risk0.74%
Thornburg International Value Fund Class R5TIVRXA--Europe26fund risk0.96%
Wells Fargo International Equity Fund - Class InstWFENXF--Europe27fund risk0.84%
Goldman Sachs International Equity Insights Fund Institutional ClassGCIIXC--Europe27fund risk0.89%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXF--Emerging Markets27fund risk1.09%
Wells Fargo Emerging Markets Equity Fund - Class AdminEMGYXA--Emerging Markets28fund risk1.48%
Janus Overseas Fund Class IJIGFXA--Europe29fund risk0.54%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO High Yield Fund Institutional ClassPHIYXC--Bond - U.S. High Yield11fund risk0.55%
JPMorgan High Yield Fund Select ClassOHYFXD--Bond - U.S. High Yield12fund risk0.84%
PIMCO Total Return Fund Institutional ClassPTTRXD++Bond - Multi Sector6fund risk0.46%
Wells Fargo International Bond Fund - Class InstESICXF++Bond - U.S. Corporate8fund risk0.7%
PIMCO Real Return Fund Institutional ClassPRRIXC++U.S. Treasury - TIPS8fund risk0.45%
Other     
Dreyfus Small Cap Equity Fund Class IDSERX Other0fund risk1.15%
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