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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 2035 Fund Institutional SharesLIJIXCU.S. All Cap11fund risk0.18%
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXCU.S. All Cap12fund risk0.2%
BlackRock Lifepath Index 2065 Fund InstitutionalCU.S. All Cap13fund risk0%
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXCU.S. All Cap13fund risk0.2%
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXCU.S. All Cap14fund risk0.2%
BlackRock LifePath Index 2060 Fund InstitutionalLIZIXCU.S. All Cap14fund risk0%
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXCU.S. All Cap14fund risk0.2%
S&P 500 IndexCU.S. Large Cap15fund risk0.09%
BlackRock LifePath Index Retirement Fund Institutional SharesLIRIXCU.S. All Cap6fund risk0.18%
Target Date 2025CU.S. All Cap8fund risk0.14%
BlackRock LifePath Index 2030 Fund Institutional SharesLINIXCU.S. All Cap9fund risk0.19%
U.S. Equities - Growth     
Russell Small/Mid Cap Index NLA--U.S. Small Cap - Growth20fund risk0.1%
Equity Index GrowthC--U.S. Large Cap - Growth20fund risk0.08%
U.S. Equities - Value     
Equity Index ValueC++U.S. Mega Cap - Value15fund risk0.08%
Global & Intl. Equity     
Intl Equity IndexB-International Large Cap15fund risk0.34%
Emerging Mrkts IndxDEmerging Markets19fund risk0.67%
BP plc (ADR)BPBInternational Large Cap - Value40fund risk0%
World Govt Bond IndxF++International Small Cap6fund risk0%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
US Fxinc Short DurC-U.S. Treasury - Short / Intermediate1fund risk0.2%
Loomis Sayles Intermediate Government/Credit FundB-U.S. Treasury - Short / Intermediate2fund risk0.4%
Real Return Ex-Natural Resources Equities NLF+U.S. Treasury - TIPS12fund risk0.55%
US Bond Index NL CL AC-Bond - Multi Sector3fund risk0.08%
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