Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Target Retirement 2020 | | F | U.S. All Cap | 10 | 0.17% |
Target Retirement 2025 | | D | U.S. All Cap | 12 | 0.18% |
Target Retirement 2030 | | C | U.S. All Cap | 13 | 0.18% |
Target Retirement 2035 | | C | U.S. All Cap | 14 | 0.19% |
Target Retirement 2040 | | C | U.S. All Cap | 16 | 0.19% |
Target Retirement 2060 | | C | U.S. All Cap | 17 | 0.18% |
Target Retirement 2045 | | C | U.S. All Cap | 17 | 0.19% |
Target Retirement 2055 | | C | U.S. All Cap | 17 | 0.19% |
Target Retirement 2050 | | C | U.S. All Cap | 17 | 0.19% |
Equity Fund (S&P 500) | | C | U.S. Large Cap | 21 | 0.05% |
Small Company Stock Fund | | C++ | U.S. Small Cap | 27 | 0.09% |
Target Retirement 2015 | | F | U.S. Large Cap | 8 | 0.17% |
U.S. Equities - Growth | | | | | |
Multi-Market Risk Parity Fund | | A-- | U.S. All Cap - Growth | 8 | 0.88% |
U.S. Equities - Value | | | | | |
United Technologies Corporation | UTX | F++ | U.S. Mid Cap - Value | 61 | 0% |
Specialty | | | | | |
Inflation Sensitive Assets Fund | | A++ | Commodities | 15 | 0.74% |
Global & Intl. Equity | | | | | |
International Equity Fund | | A | International Large Cap | 19 | 0.09% |
Emerging Markets Equity Fund | | C++ | Emerging Markets | 19 | 0.15% |
Bonds | | | | | |
Income Fund | | C | U.S. Cash / Money Market | 0 | 0% |
Government/Credit Bond Fund | | C- | Bond - Multi Sector | 3 | 0.07% |