Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
T. Rowe Price Retirement 2030 Fund | TRRCX | C | U.S. All Cap | 11 | 0.74% |
T. Rowe Price Retirement 2035 Fund | TRRJX | C | U.S. All Cap | 12 | 0.76% |
T. Rowe Price Retirement 2040 Fund | TRRDX | C | U.S. All Cap | 13 | 0.76% |
T. Rowe Price Retirement 2045 Fund | TRRKX | C | U.S. All Cap | 14 | 0.76% |
T. Rowe Price Retirement 2050 Fund | TRRMX | C | U.S. All Cap | 14 | 0.76% |
T. Rowe Price Retirement 2055 Fund | TRRNX | C | U.S. All Cap | 14 | 0.76% |
T. Rowe Price Retirement 2060 Fund | TRRLX | C | U.S. All Cap | 14 | 0% |
SSgA S&P 500 Index Cl C | | C | U.S. Large Cap | 15 | 0.17% |
Jennison Instl. U.S. Small Cap Equity | | A+ | U.S. Mid Cap | 20 | 0.7% |
T. Rowe Price Retirement 2005 Fund | TRRFX | B | U.S. All Cap | 6 | 0.58% |
T. Rowe Price Retirement 2010 Fund | TRRAX | B | U.S. All Cap | 7 | 0.61% |
T. Rowe Price Retirement 2015 Fund | TRRGX | B | U.S. All Cap | 7 | 0.65% |
T. Rowe Price Retirement 2020 Fund | TRRBX | B | U.S. All Cap | 8 | 0.69% |
T. Rowe Price Retirement 2025 Fund | TRRHX | C | U.S. All Cap | 10 | 0.72% |
U.S. Equities - Growth | | | | | |
State Street Russell Small/Mid Cap Equity Index K | | A-- | U.S. Small Cap - Growth | 20 | 0.1% |
T. Rowe Price Growth Stock Trust, A | | B-- | U.S. Large Cap - Growth | 20 | 0.69% |
Thermo Fisher Scientific Inc. | TMO | C- | U.S. Mid Cap - Growth | 27 | 0% |
U.S. Equities - Value | | | | | |
Dodge & Cox Stock Fund | DODGX | A++ | U.S. All Cap - Value | 19 | 0.52% |
Global & Intl. Equity | | | | | |
Fidelity Total International Index | FTIHX | C++ | International Small Cap | 14 | 0% |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
Bonds | | | | | |
T. Rowe Price Stable Value Common Trust Fund | | C | U.S. Cash / Money Market | 0 | 0% |
FIAM Core Plus Fund, Class C | | B- | Bond - Multi Sector | 3 | 0.45% |
State Street U.S. Bond Index Fund | | C- | Bond - Multi Sector | 3 | 0.08% |
Fidelity Inflation - Protected Bond Index | FIPDX | C+ | U.S. Treasury - TIPS | 4 | 0.05% |