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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
Voya Solution 2025 Portfolio Class I
ISZIX
C
U.S. All Cap
11
0.12%
Voya Solution 2030 Portfolio Class I
ISNGX
C
U.S. All Cap
12
0.14%
Voya Solution 2035 Portfolio Class I
ISQIX
D
U.S. All Cap
14
0.13%
Voya Solution 2040 Portfolio Class I
ISNLX
D
U.S. All Cap
15
0.14%
Voya Solution 2050 Portfolio Class I
ISNQX
D
U.S. All Cap
15
0.14%
Voya Solution 2055 Portfolio Class I
IISPX
D
U.S. All Cap
15
0.13%
Voya Solution 2045 Portfolio Class S
ISRSX
D
U.S. All Cap
16
0.38%
T. Rowe Price Mid-Cap Growth Fund Advisor Class
PAMCX
F+
U.S. Mid Cap
16
1.03%
Voya Solution Income Portfolio Class I
ISWIX
C
U.S. All Cap
6
0.13%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund
PRNHX
C-
U.S. Mid Cap - Growth
20
0.8%
Voya Large Cap Growth Portfolio Class I
IEOHX
D--
U.S. All Cap - Growth
20
0.6%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class A
AWSHX
D++
U.S. Mega Cap - Value
14
0.6%
John Hancock Funds Disciplined Value Mid Cap Fund Class I
JVMIX
D++
U.S. Mid Cap - Value
20
0.89%
Federated Clover Small Value Fund Institutional Shares
VSFIX
C++
U.S. Small Cap - Value
25
1.01%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Fidelity Advisor Total Bond Fund Class I
FEPIX
B-
Bond - Multi Sector
3
0.51%
Other
Voya Solution 2020 Portfolio Class I
ISNBX
Other
0
0.13%
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