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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     
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXCU.S. All Cap10fund risk0.78%
U.S. Equities - Growth     
Janus Triton Fund Class AJGMAXB--U.S. Small Cap - Growth19fund risk1.11%
The Hartford Growth Opportunities Fund Class AHGOAXF--U.S. All Cap - Growth22fund risk1.19%
Prudential Jennison Growth Fund Class APJFAXF--U.S. All Cap - Growth25fund risk1.06%
U.S. Equities - Value     
Delaware Value Fund Class ADDVAXF++U.S. Mega Cap - Value15fund risk1.01%
Columbia Mid Cap Value Fund Class ACMUAXC++U.S. Mid Cap - Value20fund risk1.17%
Franklin Small Cap Value Fund Class AFRVLXF++U.S. Small Cap - Value24fund risk1.19%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXC-International Large Cap - Growth16fund risk0.84%
American Beacon International Equity Fund Class AAIEAXBInternational Large Cap - Value18fund risk1.21%
Bonds     
Federated Government Obligations Fund Trust SharesGORXXCU.S. Cash / Money Market0fund risk0%
Metropolitan West Low Duration Bond Fund Class MMWLDXCBond - U.S. Mortgages1fund risk0.57%
Metropolitan West Total Return Bond Fund Class MMWTRXB-Bond - Multi Sector3fund risk0.62%
Templeton Global Bond Fund Class ATPINXD-U.S. Treasury - Short / Intermediate3fund risk0.86%
Eaton Vance Income Fund of Boston Class AEVIBXB++Bond - U.S. High Yield4fund risk1%
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