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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     
American Century Investments One Choice 2045 Portfolio Investor ClassAROIXCU.S. All Cap11fund risk0.2%
Neuberger Berman Socially Responsive Fund Trust ClassNBSTXCU.S. All Cap15fund risk1.04%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap17fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap17fund risk0.05%
Voya Small Company Portfolio Class IIVCSXB--U.S. Small Cap19fund risk0.84%
AMG Managers Fairpointe Mid Cap Fund Class IABMIXF--U.S. Small Cap20fund risk0.86%
American Century Investments One Choice In Retirement Portfolio Investor ClassARTOXBU.S. All Cap7fund risk0.2%
American Century Investments One Choice 2025 Portfolio Investor ClassARWIXBU.S. All Cap7fund risk0.2%
American Funds American Balanced Fund Class R-4RLBEXBU.S. Large Cap9fund risk0.65%
American Century Investments One Choice 2035 Portfolio Investor ClassARYIXBU.S. All Cap9fund risk0.2%
U.S. Equities - Growth     
Voya MidCap Opportunities Portfolio Class IIIMOXDU.S. Mid Cap - Growth18fund risk0.8%
VY T. Rowe Price Growth Equity Portfolio Class IITGIXFU.S. Large Cap - Growth20fund risk0.73%
MFS Growth Fund Class AMFEGXBU.S. Large Cap - Growth21fund risk1.04%
Wasatch Small Cap Growth Fund Investor ClassWAAEXA--U.S. Small Cap - Growth22fund risk1.23%
U.S. Equities - Value     
Perkins Mid Cap Value Fund Class TJMCVXAU.S. Mid Cap - Value14fund risk0.73%
T. Rowe Price Equity Income FundPRFDXCU.S. Large Cap - Value14fund risk0.67%
VY American Century Small-Mid Cap Value Portfolio Class IIACIXDU.S. Mid Cap - Value16fund risk0.92%
Global & Intl. Equity     
Voya International Index Portfolio Class IIIIIXB--International Large Cap13fund risk0.5%
Thornburg International Value Fund Class R5TIVRXBInternational Large Cap - Growth14fund risk0.96%
Wanger InternationalWSCAXDInternational Large Cap - Growth14fund risk1.05%
American Funds EuroPacific Growth Fund Class R-4REREXCInternational Large Cap - Growth15fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXA--Emerging Markets16fund risk1.35%
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 IILBAXB++Bond - Multi Sector3fund risk0.4%
BlackRock Inflation Protected Bond Fund Institutional SharesBPRIXD++U.S. Treasury - TIPS4fund risk0.44%
Other     
American Century One Choice 2015 Portfolio Investor ClassARFIX Other0fund risk0.2%
Templeton Global Bond Fund Class ATPINX Other0fund risk0.86%
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