Morgan Stanley - Rand

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 - Growth
Franklin Small Cap Growth Fund Class R	FSSRX	B--	U.S. Small Cap - Growth	20	1.4%
Columbia Select Large Cap Growth Fund Class Retirement	URLGX	C--	U.S. All Cap - Growth	21	1.35%
Federated MDT Mid Cap Growth Strategies Fund Class R6 Shares	FGSKX	C-	U.S. Mid Cap - Growth	23	1.67%
U.S. Equities - Value
TCW Relative Value Large Cap Fund Class Institutional	TGDIX	B++	U.S. All Cap - Value	17	0.87%
Global & Intl. Equity
Thornburg Developing World Fund Class I	THDIX	B++	Emerging Markets	16	1.04%
Templeton Global Income Fund	GIM	A-	International Large Cap - Growth	9	0%
Bonds
Prudential Short-Term Corporate Bond Fund Class Z	PIFZX	B-	Bond - Multi Sector	1	0.51%
Virtus Multi-Sector Short Term Bond Fund Class I	PIMSX	C++	Bond - U.S. High Yield	2	0.74%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%

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