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Henneipin County 457

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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     
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap12fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap12fund risk0.05%
Neuberger Berman Socially Responsive Fund Trust ClassNBSTXDU.S. All Cap12fund risk1.04%
Voya Small Company Portfolio Class IIVCSXC--U.S. Small Cap14fund risk0.84%
American Century Investments One Choice In Retirement Portfolio Investor ClassARTOXBU.S. Large Cap5fund risk0.2%
American Century Investments One Choice 2025 Portfolio Investor ClassARWIXBU.S. Large Cap5fund risk0.2%
American Century Investments One Choice 2035 Portfolio Investor ClassARYIXCU.S. Large Cap7fund risk0.2%
American Funds American Balanced Fund Class R-4RLBEXBU.S. Large Cap7fund risk0.65%
American Century Investments One Choice 2045 Portfolio Investor ClassAROIXCU.S. Large Cap8fund risk0.2%
U.S. Equities - Growth     
MFS Growth Fund Class AMFEGXB++U.S. Large Cap - Growth13fund risk1.04%
Voya MidCap Opportunities Portfolio Class IIIMOXC-U.S. Mid Cap - Growth13fund risk0.8%
VY T. Rowe Price Growth Equity Portfolio Class IITGIXD++U.S. Large Cap - Growth14fund risk0.73%
Wasatch Small Cap Growth Fund Investor ClassWAAEXA--U.S. Small Cap - Growth16fund risk1.23%
U.S. Equities - Value     
Perkins Mid Cap Value Fund Class TJMCVXB--U.S. Mid Cap - Value10fund risk0.73%
T. Rowe Price Equity Income FundPRFDXC-U.S. Large Cap - Value11fund risk0.67%
VY American Century Small-Mid Cap Value Portfolio Class IIACIXD--U.S. Mid Cap - Value13fund risk0.92%
AMG Managers Fairpointe Mid Cap Fund Class IABMIXF--U.S. Mid Cap - Value16fund risk0.86%
Global & Intl. Equity     
Voya International Index Portfolio Class IIIIIXB--International Large Cap10fund risk0.5%
Wanger InternationalWSCAXBInternational Large Cap - Growth10fund risk1.05%
American Funds EuroPacific Growth Fund Class R-4REREXCInternational Large Cap - Growth11fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXA--Emerging Markets13fund risk1.35%
Thornburg International Value Fund Class R5TIVRXC+International Large Cap10fund risk0.96%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
Voya U.S. Bond Index Portfolio Class IILBAXC++U.S. Treasury - Intermediate3fund risk0.4%
BlackRock Inflation Protected Bond Fund Institutional SharesBPRIXC++U.S. Treasury - TIPS4fund risk0.44%
Templeton Global Bond Fund Class ATPINXB++U.S. Treasury - Long4fund risk0.86%
Other     
American Century One Choice 2015 Portfolio Investor ClassARFIX Other0fund risk0.2%
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