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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 AdminEKGYXB--U.S. Small Cap12fund risk1.4%
Harbor Small Cap Value Fund Institutional ClassHASCXB--U.S. Small Cap19fund risk0.84%
American Century Small Company Fund Institutional ClassASCQXF--U.S. Small Cap19fund risk0.67%
U.S. Equities - Growth     
T. Rowe Price Growth Stock FundPRGFXDU.S. Large Cap - Growth19fund risk0.69%
Wells Fargo Large Cap Growth Fund - Class InstSTNFXCU.S. Large Cap - Growth21fund risk0.69%
RidgeWorth Silvant Small Cap Growth Stock Fund I SharesSSCTXA--U.S. Small Cap - Growth21fund risk1.26%
Artisan Small Cap Fund Investor SharesARTSXC++U.S. Mid Cap - Growth24fund risk1.25%
Alger Small Cap Growth Institutional Fund Class IALSRXA--U.S. Small Cap - Growth25fund risk1.25%
U.S. Equities - Value     
T. Rowe Price Equity Income FundPRFDXCU.S. Large Cap - Value13fund risk0.67%
Goldman Sachs Large Cap Value Fund Institutional ClassGSLIXCU.S. Large Cap - Value13fund risk0.8%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXB--U.S. Small Cap - Value16fund risk0.98%
Dreyfus/The Boston Company Small Cap Value Fund Class ISTSVXB--U.S. Small Cap - Value16fund risk0.99%
Specialty     
T. Rowe Price Real Estate FundTRREXD++U.S. Real Estate15fund risk0.79%
Wells Fargo International Bond Fund - Class InstESICXA++Gold5fund risk0.7%
Global & Intl. Equity     
Harbor International Fund Institutional ClassHAINXC-Europe12fund risk0.74%
Goldman Sachs International Equity Insights Fund Institutional ClassGCIIXFInternational Large Cap - Growth13fund risk0.89%
Thornburg International Value Fund Class R5TIVRXBInternational Large Cap - Growth14fund risk0.96%
Wells Fargo International Equity Fund - Class InstWFENXD-Europe14fund risk0.84%
Janus Overseas Fund Class IJIGFXDInternational Large Cap - Growth15fund risk0.54%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXB-Emerging Markets16fund risk1.09%
Wells Fargo Emerging Markets Equity Fund - Class AdminEMGYXB-Emerging Markets16fund risk1.48%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector3fund risk0.46%
PIMCO Real Return Fund Institutional ClassPRRIXC++U.S. Treasury - TIPS3fund risk0.45%
JPMorgan High Yield Fund Select ClassOHYFXC++Bond - U.S. High Yield4fund risk0.84%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield4fund risk0.55%
Other     
Dreyfus Small Cap Equity Fund Class IDSERX Other0fund risk1.15%
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