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Teamsters/Ups National 401(K) Tax Deferred Savings Plan

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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     
Bright Horizon 2020 FundFU.S. All Cap10fund risk0.17%
Bright Horizon 2025 FundDU.S. All Cap12fund risk0.18%
Bright Horizon 2030 FundCU.S. All Cap13fund risk0.18%
Bright Horizon 2035 FundCU.S. All Cap14fund risk0.19%
Bright Horizon 2040 FundCU.S. All Cap16fund risk0.19%
Bright Horizon 2060 FundCU.S. All Cap17fund risk0.18%
Bright Horizon 2045 FundCU.S. All Cap17fund risk0.19%
Bright Horizon 2055 FundCU.S. All Cap17fund risk0.19%
Bright Horizon 2050 FundCU.S. All Cap17fund risk0.19%
S&P 500 Equity Index FundCU.S. Large Cap20fund risk0.09%
S&P MidCap 400 Index FundC++U.S. Small Cap28fund risk0.25%
Russell 2000 Index FundC++U.S. Small Cap30fund risk0.2%
Bright Horizon Retirement Income FundCU.S. All Cap6fund risk0.17%
Bright Horizon 2015 FundFU.S. Large Cap8fund risk0.17%
U.S. REIT Index FundC--U.S. Real Estate27fund risk0.45%
Global & Intl. Equity     
International Index FundAInternational Large Cap19fund risk0.05%
Stable Value FundCU.S. Cash / Money Market0fund risk0%
Government Short-term Investment FundC+Bond - U.S. Municipals0fund risk0.12%
Bond Market Index FundC-Bond - Multi Sector3fund risk0.08%
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