Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
BlackRock LifePath Index 2035 Fund Institutional Shares | LIJIX | C | U.S. All Cap | 11 | 0.18% |
BlackRock LifePath Index 2040 Fund Institutional Shares | LIKIX | C | U.S. All Cap | 12 | 0.2% |
BlackRock Lifepath Index 2065 Fund Institutional | | C | U.S. All Cap | 13 | 0% |
BlackRock LifePath Index 2045 Fund Institutional Shares | LIHIX | C | U.S. All Cap | 13 | 0.2% |
BlackRock LifePath Index 2050 Fund Institutional Shares | LIPIX | C | U.S. All Cap | 14 | 0.2% |
BlackRock LifePath Index 2060 Fund Institutional | LIZIX | C | U.S. All Cap | 14 | 0% |
BlackRock LifePath Index 2055 Fund Institutional Shares | LIVIX | C | U.S. All Cap | 14 | 0.2% |
S&P 500 Index | | C | U.S. Large Cap | 15 | 0.09% |
BlackRock LifePath Index Retirement Fund Institutional Shares | LIRIX | C | U.S. All Cap | 6 | 0.18% |
Target Date 2025 | | C | U.S. All Cap | 8 | 0.14% |
BlackRock LifePath Index 2030 Fund Institutional Shares | LINIX | C | U.S. All Cap | 9 | 0.19% |
U.S. Equities - Growth | | | | | |
Russell Small/Mid Cap Index NL | | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
Equity Index Growth | | C-- | U.S. Large Cap - Growth | 20 | 0.08% |
U.S. Equities - Value | | | | | |
Equity Index Value | | C++ | U.S. Mega Cap - Value | 15 | 0.08% |
Global & Intl. Equity | | | | | |
Intl Equity Index | | B- | International Large Cap | 15 | 0.34% |
Emerging Mrkts Indx | | D | Emerging Markets | 19 | 0.67% |
BP plc (ADR) | BP | B | International Large Cap - Value | 40 | 0% |
World Govt Bond Indx | | F++ | International Small Cap | 6 | 0% |
Bonds | | | | | |
US Cash / Money Market | USCASH | C | U.S. Cash / Money Market | 0 | 0% |
US Fxinc Short Dur | | C- | U.S. Treasury - Short / Intermediate | 1 | 0.2% |
Loomis Sayles Intermediate Government/Credit Fund | | B- | U.S. Treasury - Short / Intermediate | 2 | 0.4% |
Real Return Ex-Natural Resources Equities NL | | F+ | U.S. Treasury - TIPS | 12 | 0.55% |
US Bond Index NL CL A | | C- | Bond - Multi Sector | 3 | 0.08% |