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Jim Ellis

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PLAN FUNDS investment options ratings help
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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%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap13fund risk0.19%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXDU.S. Large Cap7fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap9fund risk0.18%
U.S. Equities - Growth     
Janus Triton Fund Class SJGMIXB--U.S. Small Cap - Growth19fund risk1.18%
Fidelity Advisor Equity Growth Fund Class TFAEGXC--U.S. All Cap - Growth19fund risk1.28%
U.S. Equities - Value     
MFS Value Fund Class R3MEIHXC++U.S. Mega Cap - Value14fund risk0.91%
RidgeWorth Ceredex Large Cap Value Equity Fund I SharesSTVTXC++U.S. Large Cap - Value16fund risk0.91%
Goldman Sachs Mid Cap Value Fund Class AGCMAXC++U.S. Mid Cap - Value17fund risk1.14%
RidgeWorth Ceredex Small Cap Value Equity Fund Class InstitutionalSCETXC++U.S. Mid Cap - Value19fund risk1.22%
AB Discovery Value Fund Class AABASXC++U.S. Mid Cap - Value24fund risk1.22%
T. Rowe Price Group IncTROWA++U.S. Mega Cap - Value25fund risk0%
Wells Fargo & CoWFCA++U.S. All Cap - Value38fund risk0%
Global & Intl. Equity     
BlackRock International Opportunities Portfolio Investor A SharesBREAXC+Europe13fund risk1.52%
Goldman Sachs Emerging Markets Equity Fund Institutional ClassGEMIXBEmerging Markets18fund risk1.33%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC-U.S. Treasury - Short / Intermediate1fund risk0.1%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
RidgeWorth Seix High Yield Fund Class InstitutionalSAMHXC++Bond - U.S. High Yield4fund risk0.55%
Other     
SunTrust Banks, Inc.STI Other0fund risk0%
VY MFS Total Return Portfolio Class AIMTAX Other0fund risk1.31%
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