Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
MyRetirement 2035 Fund | | C | U.S. All Cap | 11 | 0.38% |
MyRetirement 2060 Fund | | C | U.S. All Cap | 13 | 0.18% |
MyRetirement 2065 Fund | | C | U.S. All Cap | 13 | 0% |
MyRetirement 2040 Fund | | D | U.S. All Cap | 13 | 0.68% |
MyRetirement 2045 Fund | | C | U.S. All Cap | 14 | 0.38% |
MyRetirement 2055 Fund | | C | U.S. All Cap | 14 | 0.38% |
MyRetirement 2050 Fund | | C | U.S. All Cap | 14 | 0.71% |
BlackRock Russell 1000 Index Tr | | C | U.S. Large Cap | 15 | 0.15% |
Wal-Mart Stores, Inc. | WMT | F- | U.S. Mega Cap | 21 | 0% |
BlackRock Russell 2000 Index Tr | | C+ | U.S. Small Cap | 23 | 0.2% |
MyRetirement Income Fund | | C | U.S. All Cap | 5 | 0.17% |
MyRetirement 2020 Fund | | D | U.S. All Cap | 8 | 0.17% |
MyRetirement 2025 Fund | | D | U.S. All Cap | 8 | 0.4% |
MyRetirement 2030 Fund | | C | U.S. All Cap | 10 | 0.18% |
U.S. Equities - Growth | | | | | |
Large Cap Growth Equity Fund | | C-- | U.S. Large Cap - Growth | 20 | 0.2% |
Small / Mid Growth Fund | | C-- | U.S. Small Cap - Growth | 21 | 0.24% |
U.S. Equities - Value | | | | | |
Large Cap Value Equity Fund | | C++ | U.S. Large Cap - Value | 15 | 0.2% |
Small / Mid Value Fund | | B++ | U.S. Small Cap - Value | 22 | 0.24% |
Global & Intl. Equity | | | | | |
Real Assets Fund | | A++ | International Small Cap | 13 | 0.25% |
International Equity Fund | | B- | International Large Cap | 15 | 0.34% |
Bonds | | | | | |
US Cash / Money Market | USCASH | C | U.S. Cash / Money Market | 0 | 0% |
JPMorgan Short Term Bond Tr | | C+ | Bond - Emerging Market | 1 | 0.3% |
Bond Fund | | C- | Bond - Multi Sector | 3 | 0.07% |