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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 Institutional ClassAOOIXCU.S. All Cap11fund risk0.01%
American Century Investments One Choice 2055 Portfolio Institutional ClassARENXCU.S. All Cap12fund risk0.78%
Invesco S&P 500 Index Fund Class ASPIAXCU.S. Large Cap15fund risk0.62%
American Century Investments One Choice 2025 Portfolio Institutional ClassARWFXCU.S. All Cap7fund risk0.01%
American Century Investments One Choice 2035 Portfolio Institutional ClassARLIXCU.S. All Cap9fund risk0.01%
U.S. Equities - Growth     
Franklin Small Cap Growth Fund Advisor ClassFSSAXB--U.S. Small Cap - Growth20fund risk0.9%
Franklin Biotechnology Discovery Fund Advisor ClassFTDZXFU.S. Micro Cap - Growth28fund risk0.8%
U.S. Equities - Value     
John Hancock Funds Disciplined Value Fund Class IJVLIXC++U.S. All Cap - Value17fund risk0.83%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXD++U.S. Mid Cap - Value18fund risk0.09%
Global & Intl. Equity     
Federated International Leaders Fund Institutional ClassFGFLXD+Europe15fund risk1.12%
Delaware Emerging Markets Fund Institutional ClassDEMIXCEmerging Markets19fund risk1.46%
Invesco Balanced-Risk Allocation Fund Class AABRZXA++International Small Cap8fund risk1.14%
Bonds     
Vanguard Prime Money Market Fund Investor SharesVMMXXCU.S. Cash / Money Market0fund risk0%
John Hancock Bond Fund Class IJHBIXA-Bond - Multi Sector3fund risk0.6%
Prudential Global Total Return Fund Class ZPZTRXCBond - U.S. Corporate5fund risk0.98%
Other     
JPMorgan Disciplined Equity Fund Institutional ClassJPIEX Other0fund risk0.45%
Principal MidCap Value Fund III Institutional ClassPVUIX Other0fund risk0.66%
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