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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     
BlackRock LifePath Index 2025 Fund Institutional SharesLIBIXCU.S. All Cap10fund risk0.17%
BlackRock LifePath Index 2030 Fund Institutional SharesLINIXCU.S. All Cap13fund risk0.19%
Balanced FundCU.S. Large Cap13fund risk0.66%
BlackRock LifePath Index 2035 Fund Institutional SharesLIJIXCU.S. All Cap15fund risk0.18%
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXCU.S. All Cap17fund risk0.2%
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2060 Fund InstitutionalLIZIXCU.S. All Cap19fund risk0%
Large Cap Index FundCU.S. Large Cap20fund risk0.09%
Home Depot Stock FundAU.S. Large Cap25fund risk0%
U.S. Equities - Growth     
Large Cap Growth FundA--U.S. Large Cap - Growth24fund risk0.56%
Small-Mid Cap Growth FundA--U.S. Mid Cap - Growth26fund risk0.94%
Small-Mid Cap Index fundA+U.S. Small Cap - Growth27fund risk0.1%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Small-Mid Cap Value FundA++U.S. Mid Cap - Value29fund risk0%
Global & Intl. Equity     
International Equity Index FundCInternational Large Cap20fund risk0.34%
Dodge & Cox International Stock FundDODFXB+International Large Cap - Value24fund risk0.64%
Bonds     
Stable Value fundCU.S. Cash / Money Market0fund risk0%
Bond FundC-Bond - Multi Sector3fund risk0.07%
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