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Rsim Retirement And Savings 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%
BlackRock Russell 1000 Index Fund - Cl 6CU.S. Large Cap15fund risk0.15%
Schwab Total Stock Market Index FundSWTSXCU.S. All Cap16fund risk0.09%
BlackRock Mid Cap Equity IndexC+U.S. Mid Cap16fund risk0.2%
Touchstone Mid Cap Fund Class YTMCPXF+U.S. Mid Cap16fund risk0.95%
Voya Small Company Fund Class IAESGXD+U.S. Small Cap22fund risk1.04%
BlackRock Russell 2000 Index FundC+U.S. Small Cap23fund risk0.2%
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     
Victory RS Growth Fund Class YRGRYXD--U.S. All Cap - Growth21fund risk0.98%
Victory RS Mid Cap Growth Fund Class YRMOYXF-U.S. Mid Cap - Growth23fund risk1.05%
Victory RS Small Cap Growth Fund Class YRSYEXF--U.S. Small Cap - Growth25fund risk1.11%
U.S. Equities - Value     
Putnam Equity Income Fund Class YPEIYXB++U.S. Large Cap - Value15fund risk0.77%
Victory RS Investors Fund Class YRSIYXB++U.S. All Cap - Value17fund risk1.05%
Victory RS Large Cap Alpha Fund Class YRCEYXD++U.S. Large Cap - Value17fund risk0.65%
Victory RS Value Fund Class YRSVYXC++U.S. Mid Cap - Value18fund risk1.03%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
Victory RS Partners Fund Class YRSPYXB++U.S. Small Cap - Value24fund risk1.11%
Global & Intl. Equity     
Artisan International Fund Institutional ClassAPHIXC-International Large Cap - Growth14fund risk0.97%
Victory RS International Fund Class YRSIGXA-International Large Cap15fund risk1.01%
BlackRock EAFE Equity Index Fund Cl 6B-International Large Cap15fund risk0.34%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Victory Sophus Emerging Markets Fund Class YRSENXBEmerging Markets19fund risk1.31%
Principal Diversified Real Asset Fund Institutional ClassPDRDXA++International Small Cap9fund risk0.87%
Bonds     
Schwab Value Advantage Money PremierCU.S. Cash / Money Market0fund risk0%
Victory INCORE Low Duration Bond Fund Class YRSDYXC++Bond - U.S. High Yield1fund risk0.61%
Victory INCORE Investment Quality Bond Fund Class YRSQYXCBond - U.S. Corporate3fund risk0.66%
Victory Strategic Income Fund Class YRSRYXBBond - U.S. Corporate3fund risk0.57%
BlackRock US Debt Index Fund Cl 6C-Bond - Multi Sector3fund risk0.07%
Goldman Sachs Strategic Income Fund Class IR SharesGZIRXBBond - U.S. Mortgages4fund risk0.66%
Templeton Global Bond Fund Class R6FBNRXF-U.S. Treasury - Short / Intermediate4fund risk0.51%
Other     
Putnam Absolute Return 500 Fund Class YPJMYX Other0fund risk0.86%
BlackRock LifePath Index 2020 Fund Class K SharesLIMKX Other0fund risk0.14%
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