Financial Processing Services, LLC

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
American Funds Capital World Growth and Income Fund Class R-3	RWICX	C	U.S. Large Cap	14	1.09%
American Funds Investment Company of America Class R-3	RICCX	D	U.S. Large Cap	14	0.96%
American Funds Fundamental Investors Class R-3	RFNCX	C	U.S. Large Cap	15	0.96%
American Funds 2010 Target Date Retirement Fund Class R-3	RCATX	C	U.S. All Cap	6	0%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3	RNPCX	A--	U.S. All Cap - Growth	17	1.11%
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
American Century Growth Fund R Class	AGWRX	D--	U.S. All Cap - Growth	21	1.47%
Franklin Growth Opportunities Fund Class R	FKARX	C--	U.S. All Cap - Growth	21	1.37%
American Century Heritage Fund A Class	ATHAX	D-	U.S. Mid Cap - Growth	22	1.25%
U.S. Equities - Value
American Century Equity Income Fund A Class	TWEAX	C++	U.S. Mega Cap - Value	11	1.18%
American Funds American Mutual Fund Class R-3	RMFCX	D++	U.S. Mega Cap - Value	12	0.96%
Franklin Small Cap Value Fund Class R	FVFRX	F++	U.S. Small Cap - Value	24	1.39%
American Century Small Cap Value Fund A Class	ACSCX	A++	U.S. Small Cap - Value	24	1.47%
Global & Intl. Equity
American Funds New World Fund Class R-3	RNWCX	A	Emerging Markets	16	1.34%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Class R	PLDRX	C+	U.S. Treasury - TIPS	1	1.05%
American Funds Short-Term Bond Fund of America Class R-3	RAMCX	C+	U.S. Treasury - TIPS	1	1.03%
PIMCO GNMA Fund Class A	PAGNX	C	Bond - U.S. Mortgages	2	0.9%
PIMCO Total Return Fund Class R	PTRRX	B-	Bond - Multi Sector	3	1.1%

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