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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
T. Rowe Price Retirement 2015 Fund
TRRGX
B
U.S. All Cap
10
0.65%
T. Rowe Price Retirement 2020 Fund
TRRBX
B
U.S. All Cap
12
0.69%
T. Rowe Price Retirement 2025 Fund
TRRHX
B
U.S. All Cap
13
0.72%
T. Rowe Price Capital Appreciation Fund
PRWCX
C
U.S. All Cap
14
0.71%
T. Rowe Price Retirement 2030 Fund
TRRCX
B
U.S. All Cap
15
0.74%
T. Rowe Price Retirement 2035 Fund
TRRJX
B
U.S. All Cap
17
0.76%
T. Rowe Price Retirement 2040 Fund
TRRDX
B
U.S. All Cap
18
0.76%
T. Rowe Price Retirement 2045 Fund
TRRKX
B
U.S. All Cap
19
0.76%
T. Rowe Price Retirement 2055 Fund
TRRNX
B
U.S. All Cap
19
0.76%
T. Rowe Price Retirement 2050 Fund
TRRMX
B
U.S. All Cap
19
0.76%
Columbia Large Cap Index Fund Class Z
NINDX
C
U.S. Large Cap
21
0.2%
Prudential Jennison Small Company Fund Class Z
PSCZX
A++
U.S. Mid Cap
27
0.85%
T. Rowe Price Retirement 2005 Fund
TRRFX
B
U.S. All Cap
8
0.58%
T. Rowe Price Retirement Balanced Fund
TRRIX
B
U.S. All Cap
9
0.56%
T. Rowe Price Retirement 2010 Fund
TRRAX
B
U.S. All Cap
9
0.61%
U.S. Equities - Growth
T. Rowe Price Growth Stock Fund
PRGFX
B--
U.S. Large Cap - Growth
24
0.69%
Prudential Jennison Mid Cap Growth Fund Class Z
PEGZX
A--
U.S. Mid Cap - Growth
26
0.77%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class Z
MDISX
C++
U.S. All Cap - Value
21
0.98%
T. Rowe Price Equity Income Fund
PRFDX
B++
U.S. All Cap - Value
25
0.67%
T. Rowe Price Mid-Cap Value Fund
TRMCX
A++
U.S. Mid Cap - Value
26
0.8%
T. Rowe Price Small-Cap Value Fund
PRSVX
C++
U.S. Small Cap - Value
29
0.81%
T. Rowe Price Spectrum Income Fund
RPSIX
B++
U.S. Mid Cap - Value
5
0.69%
Global & Intl. Equity
Thornburg International Value Fund Class R5
TIVRX
A
Europe
17
0.96%
Bonds
T. Rowe Price Government Money Fund
PRRXX
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Administrative Class
PTRAX
B-
Bond - Multi Sector
3
0.71%
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