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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Schwab Target 2035 Fund
SWIRX
C
U.S. All Cap
11
0.82%
Schwab Target 2040 Fund
SWERX
C
U.S. All Cap
12
0.84%
Schwab Target 2045 Fund
SWMRX
C
U.S. All Cap
13
0.48%
Schwab Target 2050 Fund
SWNRX
C
U.S. All Cap
13
0.52%
Schwab Target 2055 Fund
SWORX
C
U.S. All Cap
14
0.47%
Schwab Target 2060
swprx
C
U.S. All Cap
14
0%
State Street Global All Cap Equity Ex. U.S. Index Fund
C
U.S. All Cap
14
0.18%
State Street Equity 500 Index K
sssyx
D
U.S. Large Cap
15
0%
State Street Russell All Cap C
C
U.S. All Cap
16
0.08%
State Street Russell Small Cap K
C+
U.S. Small Cap
23
0.2%
Schwab Target 2010 Fund
SWBRX
C
U.S. All Cap
6
0.55%
Schwab Target 2015 Fund
SWGRX
C
U.S. All Cap
6
0%
Schwab Target 2020 Fund
SWCRX
C
U.S. All Cap
6
0.68%
Schwab Target 2025 Fund
SWHRX
C
U.S. All Cap
8
0.74%
Schwab Target 2030 Fund
SWDRX
C
U.S. All Cap
10
0.77%
U.S. Equities - Growth
Loomis Sayles Small Cap Growth Fund Institutional Class
LSSIX
C--
U.S. Small Cap - Growth
21
0.94%
JP Morgan Chase Bank Large Cap Growth Fund
F--
U.S. All Cap - Growth
23
0.91%
U.S. Equities - Value
Schwab Institutional Large Cap Value Trust Fund
C++
U.S. Large Cap - Value
15
0.2%
Delaware Small Cap Value Fund Institutional Class
DEVIX
C++
U.S. Small Cap - Value
25
1%
Humana Inc
HUM
F++
U.S. Mega Cap - Value
25
0%
Global & Intl. Equity
Artisan International Growth Trust
C-
International Large Cap - Growth
14
1.2%
Bonds
Stable Value Fund:
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
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