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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     
State Street Target Retirement 2060 Fund Class KSSDYXCU.S. All Cap12fund risk0%
State Street Target Retirement 2055 Fund Class KSSDQXCU.S. All Cap12fund risk0%
State Street Target Retirement 2050 Fund Class KSSDLXCU.S. All Cap12fund risk0%
State Street Equity 500 Index KsssyxDU.S. Large Cap15fund risk0%
TIAA-CREF Equity Index Fund Institutional ClassTIEIXCU.S. All Cap15fund risk0.06%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Fidelity Small Cap IndexFSSNXC+U.S. Small Cap23fund risk0.05%
State Street Target Retirement Fund Class KSSFOXCU.S. All Cap5fund risk0%
State Street Target Retirement 2020 Fund Class KSSBOXBU.S. All Cap7fund risk0%
Vanguard Balanced Index Fund Admiral SharesVBIAXCU.S. All Cap9fund risk0.09%
U.S. Equities - Growth     
Vanguard Growth Index Fund Admiral SharesVIGAXC--U.S. Large Cap - Growth20fund risk0.09%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXC--U.S. Small Cap - Growth21fund risk0%
U.S. Equities - Value     
Vanguard Value Index Fund Admiral SharesVVIAXC++U.S. Mega Cap - Value15fund risk0.09%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXB++U.S. Small Cap - Value22fund risk0.09%
Global & Intl. Equity     
State Street Global ex-US Index KssglxC++International Small Cap13fund risk0%
BlackRock International Index Fund Class K SharesBTMKXB-International Large Cap14fund risk0.3%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
State Street Aggregate Bond Index KssfexB--U.S. Treasury - Intermediate / Long3fund risk0%
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