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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
SSgA S&P 500 Index Fund N Class
SVSPX
C
U.S. Large Cap
15
0.17%
iShares Russell 3000 ETF
IWV
C
U.S. All Cap
15
0.2%
iShares Russell 2000 ETF
IWM
C+
U.S. Small Cap
23
0.2%
U.S. Equities - Value
SPDR S&P MidCap 400 ETF Trust
MDY
D++
U.S. Mid Cap - Value
19
0.25%
Specialty
Vanguard REIT Index Fund Investor Shares
VGSIX
B++
U.S. Real Estate
18
0.24%
Global & Intl. Equity
iShares MSCI EAFE ETF
EFA
B-
International Large Cap
15
0.34%
iShares MSCI Emerging Markets ETF
EEM
D
Emerging Markets
19
0.67%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
iShares TIPS Bond ETF
TIP
C+
U.S. Treasury - TIPS
4
0.2%
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