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Humana 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     
Schwab Target 2035 FundSWIRXCU.S. All Cap11fund risk0.82%
Schwab Target 2040 FundSWERXCU.S. All Cap12fund risk0.84%
Schwab Target 2045 FundSWMRXCU.S. All Cap13fund risk0.48%
Schwab Target 2050 FundSWNRXCU.S. All Cap13fund risk0.52%
Schwab Target 2055 FundSWORXCU.S. All Cap14fund risk0.47%
Schwab Target 2060swprxCU.S. All Cap14fund risk0%
State Street Global All Cap Equity Ex. U.S. Index FundCU.S. All Cap14fund risk0.18%
State Street Equity 500 Index KsssyxDU.S. Large Cap15fund risk0%
State Street Russell All Cap CCU.S. All Cap16fund risk0.08%
State Street Russell Small Cap KC+U.S. Small Cap23fund risk0.2%
Schwab Target 2010 FundSWBRXCU.S. All Cap6fund risk0.55%
Schwab Target 2015 FundSWGRXCU.S. All Cap6fund risk0%
Schwab Target 2020 FundSWCRXCU.S. All Cap6fund risk0.68%
Schwab Target 2025 FundSWHRXCU.S. All Cap8fund risk0.74%
Schwab Target 2030 FundSWDRXCU.S. All Cap10fund risk0.77%
U.S. Equities - Growth     
Loomis Sayles Small Cap Growth Fund Institutional ClassLSSIXC--U.S. Small Cap - Growth21fund risk0.94%
JP Morgan Chase Bank Large Cap Growth FundF--U.S. All Cap - Growth23fund risk0.91%
U.S. Equities - Value     
Schwab Institutional Large Cap Value Trust FundC++U.S. Large Cap - Value15fund risk0.2%
Delaware Small Cap Value Fund Institutional ClassDEVIXC++U.S. Small Cap - Value25fund risk1%
Humana IncHUMF++U.S. Mega Cap - Value25fund risk0%
Global & Intl. Equity     
Artisan International Growth TrustC-International Large Cap - Growth14fund risk1.2%
Bonds     
Stable Value Fund:CU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
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