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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
American Funds Fundamental Investors Class R-3
RFNCX
C
U.S. Large Cap
15
0.96%
SSgA S&P 500 Index Fund N Class
SVSPX
C
U.S. Large Cap
15
0.17%
Neuberger Berman Genesis Fund Trust Class
NBGEX
F+
U.S. Mid Cap
18
1.1%
Prudential Jennison Natural Resources Fund Class A
PGNAX
A+
U.S. Small Cap
27
1.17%
U.S. Equities - Growth
VY Oppenheimer Global Portfolio Class I
IGMIX
B--
U.S. All Cap - Growth
19
0.76%
Ivy Science and Technology Fund Class I
ISTIX
C--
U.S. All Cap - Growth
22
0.99%
Alger SMid Cap Growth Fund Class A
ALMAX
C-
U.S. Mid Cap - Growth
23
1.29%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares
MADVX
D++
U.S. All Cap - Value
16
0.72%
American Century Small Cap Value Fund A Class
ACSCX
A++
U.S. Small Cap - Value
24
1.47%
Nuveen Real Asset Income Fund Class I
NRIIX
A++
U.S. Large Cap - Value
7
0.92%
Global & Intl. Equity
Janus Overseas Fund Class I
JIGFX
B++
International Small Cap
15
0.54%
Oppenheimer Developing Markets Fund Class Y
ODVYX
C
Emerging Markets
17
1.01%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Loomis Sayles Bond Fund Institutional Class
LSBDX
A
Bond - U.S. Corporate
4
0.63%
Other
Transamerica Partners Mid Value Fund
DVMVX
Other
0
0.7%
Morgan Stanley Focus Growth Fund Class Institutional
AMODX
Other
0
0.71%
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