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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     
American Funds 2035 Target Date Retirement Fund Class AAAFTXCU.S. All Cap11fund risk0.36%
American Funds 2040 Target Date Retirement Fund Class AAAGTXCU.S. All Cap12fund risk0.36%
American Funds 2045 Target Date Retirement Fund Class AAAHTXCU.S. All Cap13fund risk0.36%
American Funds 2055 Target Date Retirement Fund Class R-4RDJTXCU.S. All Cap13fund risk0%
American Funds 2050 Target Date Retirement Fund Class AAALTXCU.S. All Cap13fund risk0.37%
American Funds 2060 Target Date Retirement Fund Class R-4RDKTXCU.S. All Cap13fund risk0%
T. Rowe Price Mid-Cap Growth Fund Advisor ClassPAMCXF+U.S. Mid Cap16fund risk1.03%
American Funds 2015 Target Date Retirement Fund Class AAABTXCU.S. All Cap6fund risk0.36%
American Funds 2020 Target Date Retirement Fund Class AAACTXCU.S. All Cap6fund risk0.37%
American Funds 2025 Target Date Retirement Fund Class AAADTXCU.S. Large Cap8fund risk0.36%
American Funds 2030 Target Date Retirement Fund Class AAAETXCU.S. Large Cap9fund risk0.36%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth Fund Advisor ClassPABGXD--U.S. Large Cap - Growth21fund risk1%
Hartford Small Cap Growth HLS Fund Class IBHBSGXD--U.S. Small Cap - Growth23fund risk0.92%
U.S. Equities - Value     
American Beacon Mid Cap Value Fund Investor ClassAMPAXC++U.S. Mid Cap - Value23fund risk1.23%
Nuveen Small Cap Value Fund Class IFSCCXC++U.S. Small Cap - Value25fund risk1.21%
Specialty     
T. Rowe Price Real Estate AdvPAREXB++U.S. Real Estate21fund risk1.03%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth16fund risk0.84%
Bonds     
Metropolitan West Total Return Bond Fund Class MMWTRXB-Bond - Multi Sector3fund risk0.62%
PIMCO Diversified Income Fund Administrative ClassPDAAXB+Bond - Emerging Market3fund risk1%
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