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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Janus Aspen Balanced Portfolio Institutional Class
JABLX
C-
U.S. Mega Cap
10
0.58%
Manning & Napier Pro Blend Maximum Term Series Class S
EXHAX
C
U.S. All Cap
13
1.07%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Parnassus Core Equity Fund - Investor Shares
PRBLX
C
U.S. Large Cap
15
0.87%
American Century Equity Growth Fund Investor Class
BEQGX
D
U.S. Large Cap
16
0.67%
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
C+
U.S. Mid Cap
16
0.08%
Principal MidCap Fund Class A
PEMGX
D+
U.S. Mid Cap
16
1.02%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Manning & Napier Pro Blend Moderate Term Series Class S
EXBAX
C
U.S. All Cap
7
1.06%
Manning & Napier Pro Blend Extended Term Series Class S
MNBAX
C
U.S. All Cap
9
1.06%
U.S. Equities - Growth
American Funds New Perspective Fund Class A
ANWPX
A--
U.S. All Cap - Growth
17
0.79%
Janus Triton Fund Class T
JATTX
B--
U.S. Small Cap - Growth
19
0.92%
T. Rowe Price Growth Stock Fund
PRGFX
B--
U.S. Large Cap - Growth
20
0.69%
U.S. Equities - Value
American Century Equity Income Fund A Class
TWEAX
C++
U.S. Mega Cap - Value
11
1.18%
AMG Yacktman Focused Fund Class S
YAFFX
A++
U.S. All Cap - Value
13
1.25%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A Shares
SAMVX
B++
U.S. Large Cap - Value
16
1.35%
AMG Managers Fairpointe Mid Cap Fund Class N
CHTTX
B++
U.S. Mid Cap - Value
17
1.11%
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
B++
U.S. Small Cap - Value
22
0.09%
Specialty
Nuveen Real Estate Securities Fund Class A
FREAX
C++
U.S. Real Estate
17
1.25%
Global & Intl. Equity
AllianzGI NFJ International Value Fund Class A
AFJAX
A
Emerging Markets
13
1.24%
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
A
Emerging Markets
15
0.57%
Oppenheimer International Growth Fund Class A
OIGAX
B-
International Large Cap - Growth
16
1.2%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares
VBILX
C-
Bond - Multi Sector
3
0.1%
Templeton Global Bond Fund Class A
TPINX
D-
U.S. Treasury - Short / Intermediate
3
0.86%
PIMCO Real Return Fund Class A
PRTNX
C+
U.S. Treasury - TIPS
4
0.85%
Other
Vanguard FTSE Social Index Fund Investor Shares
VFTSX
Other
0
0.28%
Wells Fargo Advantage Growth Fund Investor Class
SGROX
Other
0
1.25%
Wells Fargo Advantage Dow Jones Target 2050 Fund Investor Class
WFQGX
Other
0
0.93%
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