Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Retirement Date Fund 2030 | | C | U.S. All Cap | 11 | 0.74% |
Retirement Date Fund 2035 | | C | U.S. All Cap | 12 | 0.76% |
Retirement Date Fund 2040 | | C | U.S. All Cap | 13 | 0.76% |
Retirement Date Fund 2045 | | C | U.S. All Cap | 14 | 0.76% |
Retirement Date Fund 2050 | | C | U.S. All Cap | 14 | 0.76% |
Retirement Date Fund 2055 | | C | U.S. All Cap | 14 | 0.76% |
Retirement Date Fund 2060 | | C | U.S. All Cap | 14 | 0% |
U.S. Large Cap Equity Index Fund | | C | U.S. Large Cap | 15 | 0.05% |
Retirement Date Fund (up to 2020) | | B | U.S. All Cap | 7 | 0.65% |
Retirement Date Fund 2020 | | B | U.S. All Cap | 8 | 0.69% |
Retirement Date Fund 2025 | | C | U.S. All Cap | 10 | 0.72% |
U.S. Equities - Growth | | | | | |
U.S. Small & Mid-Cap Equity Index Fund | | A-- | U.S. Small Cap - Growth | 20 | 0.08% |
Global & Intl. Equity | | | | | |
Global ex-U.S. Equity Index Fund | | D++ | International Small Cap | 14 | 0.14% |
Bonds | | | | | |
LMIMCO Stable Value Fund | | C | U.S. Cash / Money Market | 0 | 0% |
LMIMCO Actively Mgd. Bond Fund | | B-- | U.S. Treasury - Intermediate / Long | 2 | 0.48% |
Broad Market Bond Index Fund | | C- | Bond - Multi Sector | 3 | 0.07% |