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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     
Ivy Asset Strategy Fund Class YWASYXBU.S. All Cap11fund risk0.96%
BlackRock S&P 500 Index Fund Institutional SharesBSPIXCU.S. Large Cap15fund risk0.23%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXCU.S. All Cap10fund risk1.05%
U.S. Equities - Growth     
Ivy Mid Cap Growth Fund Class YWMGYXB-U.S. Mid Cap - Growth20fund risk1.23%
Wells Fargo Growth Fund - Class ASGRAXF-U.S. Mid Cap - Growth24fund risk1.19%
Lord Abbett Developing Growth Fund Class ALAGWXF--U.S. Small Cap - Growth30fund risk1.11%
U.S. Equities - Value     
MFS Utilities Fund Class AMMUFXF++U.S. Mega Cap - Value13fund risk1.01%
BlackRock Equity Dividend Fund Investor A SharesMDDVXD++U.S. All Cap - Value16fund risk0.99%
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXD++U.S. Mid Cap - Value20fund risk1.17%
Goldman Sachs Small Cap Value Fund Class AGSSMXF++U.S. Small Cap - Value25fund risk1.38%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Class APCRAXA++Commodities14fund risk1.19%
Deutsche Real Estate Securities Fund Class ARRRAXB++U.S. Real Estate18fund risk0.96%
Global & Intl. Equity     
Templeton Foreign Fund Class ATEMFXD++International Small Cap15fund risk1.19%
Oppenheimer International Growth Fund Class AOIGAXB-International Large Cap - Growth16fund risk1.2%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
TCW Core Fixed Income Fund Class NTGFNXB-Bond - Multi Sector3fund risk0.77%
Templeton Global Bond Fund Class ATPINXD-U.S. Treasury - Short / Intermediate3fund risk0.86%
Janus High-Yield Fund Class AJHYAXB++Bond - U.S. High Yield4fund risk1.01%
Other     
Delaware Inflation Protected Bond Fund Class ADIPAX Other0fund risk0.82%
Sentinel Government Securities Fund Class ASEGSX Other0fund risk0.83%
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