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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     
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Vanguard Strategic Equity Fund Investor SharesVSEQXB+U.S. Mid Cap18fund risk0.28%
U.S. Equities - Value     
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF++U.S. Small Cap - Value25fund risk0.98%
Global & Intl. Equity     
MFS International Value Fund Class R4MINHXC-International Large Cap - Growth13fund risk0.83%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth16fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Dreyfus/Standish Global Fixed Income Fund Class YDSDYXC+Bond - Emerging Market2fund risk0.55%
PIMCO Income Fund Institutional ClassPIMIXA+Bond - Emerging Market3fund risk0.45%
Dodge & Cox Income FundDODIXCBond - U.S. Corporate3fund risk0.43%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
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