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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
American Funds Capital World Growth and Income Fund Class R-4
RWIEX
B
U.S. Large Cap
17
0.8%
Voya Russell Large Cap Index Portfolio Class I
IIRLX
C-
U.S. Mega Cap
21
0.37%
Voya Russell Mid Cap Index Portfolio Class I
IIRMX
C++
U.S. Mid Cap
24
0.43%
Royce Premier Fund Service Class
RPFFX
D++
U.S. Small Cap
27
1.38%
VY JPMorgan Small Cap Core Equity Portfolio Class I
IJSIX
D++
U.S. Small Cap
30
0.86%
Voya Russell Small Cap Index Portfolio Class I
IIRSX
C++
U.S. Small Cap
31
0.45%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-4
RNPEX
A--
U.S. All Cap - Growth
20
0.8%
Janus Forty Fund Class S
JARTX
C--
U.S. Large Cap - Growth
24
0.91%
Voya Large Cap Growth Portfolio Class I
IEOHX
F--
U.S. All Cap - Growth
24
0.6%
Voya MidCap Opportunities Portfolio Class I
IIMOX
B--
U.S. Mid Cap - Growth
25
0.8%
Wanger USA
WUSAX
B+
U.S. Small Cap - Growth
27
0.96%
Franklin DynaTech Fund Class R
FDNRX
D--
U.S. Mid Cap - Growth
28
1.19%
Voya SmallCap Opportunities Portfolio Class I
IVSOX
D+
U.S. Small Cap - Growth
28
0.88%
Eagle Small Cap Growth Fund Class A
HRSCX
F+
U.S. Small Cap - Growth
28
1.1%
U.S. Equities - Value
American Funds The Income Fund of America Class R-4
RIDEX
B+
U.S. Mega Cap - Value
13
0.64%
RidgeWorth Ceredex Large Cap Value Equity Fund I Shares
STVTX
B++
U.S. Large Cap - Value
22
0.91%
Pioneer Equity Income Fund Class A
PEQIX
D++
U.S. Large Cap - Value
22
1.1%
Lord Abbett Fundamental Equity Fund Class R3
LAVRX
D++
U.S. Large Cap - Value
23
1.21%
CRM Mid Cap Value Fund Class Investor
CRMMX
B++
U.S. Mid Cap - Value
24
1.03%
Columbia Mid Cap Value Fund Class A
CMUAX
B++
U.S. Mid Cap - Value
28
1.17%
Victory Sycamore Established Value Fund Class R
GETGX
B++
U.S. Mid Cap - Value
28
1.22%
Invesco Small Cap Value Fund Class A
VSCAX
A++
U.S. Small Cap - Value
41
1.11%
Specialty
VY Clarion Real Estate Portfolio Class I
IVRIX
A--
U.S. Real Estate
28
0.61%
Global & Intl. Equity
Thornburg International Value Fund Class R3
TGVRX
A
Europe
17
1.45%
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
19
0.84%
Voya International Index Portfolio Class I
IIIIX
C
International Large Cap
19
0.5%
Lazard Emerging Markets Equity Portfolio Open Shares
LZOEX
B++
Emerging Markets
19
1.37%
Oppenheimer Developing Markets Fund Class A
ODMAX
D++
Emerging Markets
20
1.35%
Oppenheimer International Bond Fund Class A
OIBAX
F++
International Small Cap
9
1.01%
Bonds
Voya Government Money Market Fund Class I
ATNXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
Voya U.S. Bond Index Portfolio Class I
ILBAX
C-
Bond - Multi Sector
3
0.4%
Other
VY Pioneer High Yield Portfolio Class S
IPHSX
Other
0
0.96%
VY FMR Diversified Mid Cap Portfolio Class I
IFDIX
Other
0
0.58%
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