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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
BlackRock LifePath Index 2025 Fund Institutional Shares
LIBIX
C
U.S. All Cap
10
0.17%
BlackRock LifePath Index 2030 Fund Institutional Shares
LINIX
C
U.S. All Cap
13
0.19%
Balanced Fund
C
U.S. Large Cap
13
0.66%
BlackRock LifePath Index 2035 Fund Institutional Shares
LIJIX
C
U.S. All Cap
15
0.18%
BlackRock LifePath Index 2040 Fund Institutional Shares
LIKIX
C
U.S. All Cap
17
0.2%
BlackRock LifePath Index 2045 Fund Institutional Shares
LIHIX
C
U.S. All Cap
19
0.2%
BlackRock LifePath Index 2050 Fund Institutional Shares
LIPIX
C
U.S. All Cap
19
0.2%
BlackRock LifePath Index 2055 Fund Institutional Shares
LIVIX
C
U.S. All Cap
19
0.2%
BlackRock LifePath Index 2060 Fund Institutional
LIZIX
C
U.S. All Cap
19
0%
Large Cap Index Fund
C
U.S. Large Cap
20
0.09%
Home Depot Stock Fund
A
U.S. Large Cap
25
0%
U.S. Equities - Growth
Large Cap Growth Fund
A--
U.S. Large Cap - Growth
24
0.56%
Small-Mid Cap Growth Fund
A--
U.S. Mid Cap - Growth
26
0.94%
Small-Mid Cap Index fund
A+
U.S. Small Cap - Growth
27
0.1%
U.S. Equities - Value
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
27
0.52%
Small-Mid Cap Value Fund
A++
U.S. Mid Cap - Value
29
0%
Global & Intl. Equity
International Equity Index Fund
C
International Large Cap
20
0.34%
Dodge & Cox International Stock Fund
DODFX
B+
International Large Cap - Value
24
0.64%
Bonds
Stable Value fund
C
U.S. Cash / Money Market
0
0%
Bond Fund
C-
Bond - Multi Sector
3
0.07%
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