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city of hartford

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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     
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
Hartford Capital Appreciation HLS Fund Class IAHIACXDU.S. All Cap15fund risk0.67%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Lord Abbett Value Opportunities Fund Class ALVOAXF+U.S. Mid Cap19fund risk1.28%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
U.S. Equities - Growth     
T. Rowe Price Growth Stock Fund Advisor ClassTRSAXB--U.S. Large Cap - Growth20fund risk0.93%
Alger Capital Appreciation Institutional Fund Class IALARXD--U.S. All Cap - Growth21fund risk1.19%
Artisan Mid Cap Fund Investor ClassARTMXD-U.S. Mid Cap - Growth21fund risk1.22%
Lord Abbett Developing Growth Fund Class ALAGWXF--U.S. Small Cap - Growth30fund risk1.11%
U.S. Equities - Value     
Franklin Mutual Global Discovery Fund Class ATEDIXB++U.S. Large Cap - Value15fund risk1.28%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A SharesSAMVXB++U.S. Large Cap - Value16fund risk1.35%
Invesco Growth and Income Fund Class AACGIXC++U.S. All Cap - Value19fund risk0.81%
RidgeWorth Ceredex Small Cap Value Equity Fund Class ASASVXC++U.S. Mid Cap - Value19fund risk1.5%
American Century Small Cap Value Fund Investor ClassASVIXA++U.S. Small Cap - Value24fund risk1.22%
Global & Intl. Equity     
Hartford International Opportunities HLS Fund Class IAHIAOXB-International Large Cap - Growth15fund risk0.74%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth16fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXCEmerging Markets17fund risk1.35%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Franklin U.S. Government Securities Series Class AFKUSXCBond - U.S. Mortgages2fund risk0.73%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Dreyfus Bond Market Index Fund Class IDBIRXC-Bond - Multi Sector3fund risk0.15%
American Century Inflation Adjusted Bond Fund Investor ClassACITXC+U.S. Treasury - TIPS4fund risk0.47%
Other     
Hartford Value HLS Fund Class IAHIAVX Other0fund risk0.76%
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