Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Ahold 2025 Retirement Fund | | C | U.S. All Cap | 11 | 0% |
Ahold 2030 Retirement Fund | | C | U.S. All Cap | 13 | 0% |
Ahold 2035 Retirement Fund | | C | U.S. All Cap | 14 | 0% |
Ahold 2040 Retirement Fund | | C | U.S. All Cap | 16 | 0% |
Ahold 2045 Retirement Fund | | C | U.S. All Cap | 17 | 0% |
Ahold 2060 Retirement Fund | | C | U.S. All Cap | 17 | 0% |
Ahold 2050 Retirement Fund | | B | U.S. All Cap | 17 | 0% |
Ahold 2055 Retirement Fund | | C | U.S. All Cap | 17 | 0% |
Blackrock Equity Index Fund | | C | U.S. Large Cap | 21 | 0.05% |
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | A | U.S. All Cap | 22 | 0.41% |
Ahold Retirement Fund & 2005-2015 options | | C | U.S. All Cap | 6 | 0% |
Ahold 2020 Retirement Fund | | C | U.S. All Cap | 10 | 0% |
U.S. Equities - Growth | | | | | |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | A-- | U.S. Large Cap - Growth | 24 | 0.56% |
BlackRock Extended Equity Market | | 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% |
Westwood Small Cap Fund - I | | B++ | U.S. Small Cap - Value | 35 | 1.25% |
Global & Intl. Equity | | | | | |
BlackRock MSCI ACWI ex-U.S. IMI 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% |
BlackRock 0-5 Year TIPS | | A+ | U.S. Treasury - TIPS | 2 | 0.2% |
PIMCO Total Return Fund Institutional Class | PTTRX | B- | Bond - Multi Sector | 3 | 0.46% |
Blackrock U.S. Debt Index Fund | | C- | Bond - Multi Sector | 3 | 0.08% |