AETNA HSA

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Principal Strategic Asset Management Strategic Growth Fund R-4 Class	PSGLX	C	U.S. All Cap	14	0.7%
JPMorgan Equity Index Fund Class A	OGEAX	C	U.S. Large Cap	15	0.45%
Principal MidCap Fund R-4 Class	PMBSX	D+	U.S. Mid Cap	16	0.98%
Principal Strategic Asset Management Flexible Income Fund R-4 Class	PFILX	B	U.S. All Cap	5	0.7%
Principal Strategic Asset Management Balanced Fund R-4 Class	PSBLX	B	U.S. All Cap	9	0.7%
U.S. Equities - Value
JPMorgan Small Cap Equity Fund Class A	VSEAX	D++	U.S. Mid Cap - Value	18	1.29%
Global & Intl. Equity
BlackRock International Index Fund Investor A Shares	MDIIX	B-	International Large Cap	14	0.6%
Bonds
JPMorgan Core Bond Fund Class A	PGBOX	B-	Bond - Multi Sector	3	0.75%
Other
JPMorgan Prime Money Market Fund Morgan Class	VMVXX		Other	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information