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Caribbean Refrescos, Inc. Thrift Plan

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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     
JPMorgan SmartRetirement 2035 Fund Class Institutional SharesSRJIXCU.S. All Cap11fund risk0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional SharesSMTIXCU.S. All Cap13fund risk0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional SharesJSAIXCU.S. All Cap14fund risk0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional SharesJFFIXCU.S. All Cap14fund risk1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional SharesJTSIXCU.S. All Cap14fund risk0.04%
S&P 500 Index FundCU.S. Large Cap15fund risk0.09%
Columbia Contrarian Core Inst3CU.S. Large Cap16fund risk1.14%
JPMorgan SmartRetirement Income Fund Class Institutional SharesJSIIXCU.S. All Cap5fund risk0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional SharesJTTIXCU.S. All Cap6fund risk0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional SharesJNSIXCU.S. All Cap8fund risk0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional SharesJSMIXCU.S. All Cap9fund risk0.04%
Balanced Real Assets FundBU.S. Large Cap10fund risk0.26%
U.S. Equities - Growth     
SMID Research Equity FundA--U.S. Small Cap - Growth20fund risk0.24%
U.S. Equities - Value     
The Coca-Cola CoKOF++U.S. Mega Cap - Value19fund risk0%
Global & Intl. Equity     
MFS Institutional International Equity FundMIEIXC+Europe14fund risk0.71%
ACWI Ex-US IMI Index FundB-International Large Cap15fund risk0%
Bonds     
Invesco Stable Value Trust FundCU.S. Cash / Money Market0fund risk0%
Loomis Sayles Core Plus Bond Fund Class NNERNXCBond - U.S. Corporate3fund risk0.44%
Aggregate Bond Index FundC-Bond - Multi Sector3fund risk0.07%
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