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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     
MFS Massachusetts Investors Growth Stock Fund Class CMIGDXDU.S. Large Cap21fund risk1.5%
MFS Conservative Allocation Fund Class CMACVXCU.S. All Cap8fund risk1.07%
U.S. Equities - Growth     
MFS Growth Fund Class CMFECXF--U.S. Large Cap - Growth24fund risk1.79%
U.S. Equities - Value     
MFS Total Return Fund Class CMTRCXB+U.S. Mega Cap - Value12fund risk1.5%
MFS Mid Cap Value Fund Class CMVCCXC++U.S. Mid Cap - Value26fund risk1.96%
Global & Intl. Equity     
MFS Research International Fund Class CMRICXCInternational Large Cap17fund risk1.93%
MFS International Growth Fund Class CMGRCXB-International Large Cap - Growth17fund risk1.97%
MFS Emerging Markets Equity Fund Class CMEMCXB++Emerging Markets18fund risk2.42%
MFS Limited Maturity Fund Class CMQLCXB-Bond - U.S. Corporate1fund risk1.59%
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