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Milliman, Inc. Profit Sharing And Retirement Plan

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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     
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXCU.S. All Cap11fund risk0.15%
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXCU.S. All Cap12fund risk0.15%
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXCU.S. All Cap13fund risk0.15%
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXCU.S. All Cap14fund risk0.15%
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXCU.S. All Cap14fund risk0.15%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Vanguard Small-Cap Index Fund Institutional Plus SharesVSCPXB+U.S. Small Cap19fund risk0.06%
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXCU.S. All Cap6fund risk0.14%
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXCU.S. All Cap8fund risk0.14%
BlackRock LifePath Index 2030 Fund Class K SharesLINKXCU.S. All Cap9fund risk0.15%
U.S. Equities - Growth     
Columbia Acorn Fund Class ZACRNXD-U.S. Mid Cap - Growth21fund risk0.78%
U.S. Equities - Value     
Oakmark Equity And Income Fund Class IOAKBXA++U.S. All Cap - Value13fund risk0.77%
Goldman Sachs Mid Cap Value Fund Institutional ClassGSMCXC++U.S. Mid Cap - Value17fund risk0.74%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXD++International Small Cap14fund risk0.12%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXAEmerging Markets15fund risk1.09%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Bonds     
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
Other     
BlackRock LifePath Index 2020 Fund Class K SharesLIMKX Other0fund risk0.14%
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