| Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
| U.S. Equities - Blend | | | | | |
| JP Morgan SmartRetirement 2025 - C | | C | U.S. All Cap | 10 | 0.94% |
| JP Morgan SmartRetirement 2030 - C | | C | U.S. All Cap | 13 | 0.94% |
| JP Morgan SmartRetirement 2035 - C | | C | U.S. All Cap | 15 | 0.94% |
| JP Morgan SmartRetirement 2040 - C | | B | U.S. All Cap | 17 | 0.94% |
| JP Morgan SmartRetirement 2050 - C | | B | U.S. All Cap | 18 | 0.94% |
| JP Morgan SmartRetirement 2045 - C | | B | U.S. All Cap | 18 | 0.94% |
| BlackRock Equity Index - Q | | C | U.S. Large Cap | 20 | 0.09% |
| JPMorgan U.S. Equity Fund Class R6 | JUEMX | C | U.S. Large Cap | 21 | 0.54% |
| BlackRock Midcap Equity Index - K | | C++ | U.S. Small Cap | 28 | 0.25% |
| BlackRock Russell 2000 Index - T | | C++ | U.S. Small Cap | 30 | 0.2% |
| JPMorgan SmartRetirement Income - C | | C | U.S. All Cap | 7 | 0.92% |
| JP Morgan SmartRetirement 2020 - C | | C | U.S. All Cap | 8 | 0.93% |
| U.S. Equities - Growth | | | | | |
| Artisan Mid Cap Fund Investor Class | ARTMX | B-- | U.S. Mid Cap - Growth | 24 | 1.22% |
| U.S. Equities - Value | | | | | |
| JPMorgan Small Cap Equity Fund Class R5 | JSERX | C++ | U.S. Mid Cap - Value | 26 | 0.79% |
| Global & Intl. Equity | | | | | |
| BlackRock ACWI ex-US IMI Index - R | | B | International Large Cap | 18 | 0.35% |
| Dodge & Cox International Stock Fund | DODFX | B+ | International Large Cap - Value | 24 | 0.64% |
| Bonds | | | | | |
| JPMorgan Prime Money Market Capital | | C | U.S. Cash / Money Market | 0 | 0% |
| JPMorgan Short Duration Bond Fund Class R6 | JSDUX | B++ | Bond - U.S. High Yield | 1 | 0.3% |
| PIMCO Total Return Fund Administrative Class | PTRAX | B- | Bond - Multi Sector | 3 | 0.71% |
| BlackRock US Debt Index - T | | C- | Bond - Multi Sector | 3 | 0.07% |
| Other | | | | | |
| JP Morgan SmartRetirement 2015 - C | | | Other | 0 | 0.93% |