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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 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
American Funds Capital World Growth and Income Fund Class F-2WGIFXCU.S. Large Cap14fund risk0.54%
BlackRock S&P 500 Index Fund Class K ShareWFSPXCU.S. Large Cap15fund risk0.16%
U.S. Equities - Growth     
Federated Kaufmann Small Cap Fund Class A SharesFKASXB--U.S. Small Cap - Growth22fund risk1.95%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
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