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PLAN FUNDS investment options ratings help
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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     
American Century Investments One Choice 2045 Portfolio A ClassAROAXCU.S. All Cap11fund risk0.45%
American Century Investments One Choice 2050 Portfolio A ClassARFMXCU.S. All Cap11fund risk0.45%
American Century Investments One Choice 2055 Portfolio A ClassAREMXCU.S. All Cap12fund risk0.45%
Janus Enterprise Fund Class SJGRTXF+U.S. Mid Cap16fund risk1.17%
Fidelity Advisor High Income Advantage Fund Class AFAHDXAU.S. All Cap6fund risk1.02%
American Century Investments One Choice In Retirement Portfolio A ClassARTAXCU.S. All Cap6fund risk0.45%
American Century Investments One Choice 2025 Portfolio A ClassARWAXCU.S. All Cap7fund risk0.45%
American Century Investments One Choice 2030 Portfolio A ClassARCMXCU.S. All Cap8fund risk0.46%
American Century Investments One Choice 2035 Portfolio A ClassARYAXCU.S. All Cap9fund risk0.45%
American Century Investments One Choice 2040 Portfolio A ClassARDMXCU.S. All Cap10fund risk0.45%
U.S. Equities - Growth     
Oppenheimer Global Fund Class AOPPAXA--U.S. All Cap - Growth18fund risk1.19%
Hartford Small Cap Growth Fund Class R4HSLSXD--U.S. Small Cap - Growth22fund risk1.27%
AllianzGI Focused Growth Fund Class APGWAXD--U.S. All Cap - Growth23fund risk1.11%
BlackRock Science & Technology Opportunities Portfolio Investor A SharesBGSAXD-U.S. Mid Cap - Growth26fund risk1.7%
U.S. Equities - Value     
Invesco Equally-Weighted S&P 500 Fund Class AVADAXB++U.S. All Cap - Value16fund risk0.57%
Victory RS Investors Fund Class ARSINXB++U.S. All Cap - Value17fund risk1.3%
BlackRock Mid Cap Value Opportunities Fund Investor A SharesMDRFXB++U.S. Mid Cap - Value18fund risk1.16%
Invesco Comstock Fund Class AACSTXB++U.S. All Cap - Value20fund risk0.81%
Fidelity Advisor Materials Fund Class AFMFAXC++U.S. Mid Cap - Value21fund risk1.09%
Nuveen NWQ Small-Cap Value Fund Class ANSCAXB++U.S. Small Cap - Value23fund risk1.36%
Delaware Small Cap Value Fund Class ADEVLXC++U.S. Small Cap - Value25fund risk1.25%
Specialty     
American Century Real Estate Fund A ClassAREEXC++U.S. Real Estate18fund risk1.39%
Global & Intl. Equity     
MFS International Diversification Fund Class R3MDIHXA-International Large Cap - Growth13fund risk0.35%
MFS International Value Fund Class R3MINGXC-International Large Cap - Growth13fund risk1.08%
American Funds New World Fund Class R-4RNWEXAEmerging Markets16fund risk1.01%
Oppenheimer International Growth Fund Class AOIGAXB-International Large Cap - Growth16fund risk1.2%
JPMorgan Intrepid European Fund Class AVEUAXB+Europe17fund risk1.47%
Bonds     
Federated Institutional Prime Obligations Fund Institutional SharesPOIXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
JPMorgan Government Bond Fund Class AOGGAXC--U.S. Treasury - Intermediate / Long3fund risk0.74%
JPMorgan Total Return Fund Class A SharesJMTAXC-Bond - Multi Sector3fund risk0.72%
MFS Total Return Bond Fund Class R3MRBHXCBond - U.S. Corporate3fund risk0.89%
Eaton Vance High Income Opportunities Fund Class AETHIXB++Bond - U.S. High Yield4fund risk0.92%
MFS Corporate Bond Fund Class R3MFBHXCBond - U.S. Corporate4fund risk0.82%
Other     
American Century One Choice 2015 Portfolio A ClassARFAX Other0fund risk0.45%
American Century Investments One Choice 2020 Portfolio A ClassARBMX Other0fund risk0.45%
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