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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     
iShares S&P 500 Growth ETFIVWF-U.S. Mega Cap78fund risk0.18%
American Funds American Balanced Fund Class AABALXBU.S. Large Cap9fund risk0.61%
U.S. Equities - Value     
American International Group IncAIGF++U.S. Mid Cap - Value37fund risk0%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Other     
Oppenheimer Developing Markets Fund Class BODVBX Other0fund risk2.22%
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