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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 - Growth     
Buffalo Small Cap FundBUFSXA--U.S. Small Cap - Growth25fund risk1%
U.S. Equities - Value     
CRM Mid Cap Value Fund Class InstitutionalCRIMXB++U.S. Mid Cap - Value18fund risk0.81%
Citigroup IncCF++U.S. Small Cap - Value34fund risk0%
Global & Intl. Equity     
Harbor International Fund Institutional ClassHAINXA-International Large Cap15fund risk0.74%
iShares MSCI EAFE ETFEFAB-International Large Cap15fund risk0.34%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Janus Flexible Bond Fund Class IJFLEXB-Bond - Multi Sector3fund risk0.59%
iShares Core U.S. Aggregate Bond ETFAGGC-Bond - Multi Sector3fund risk0.08%
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