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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
JPMorgan SmartRetirement 2035 Fund Class Select Shares
SRJSX
C
U.S. All Cap
11
0.19%
JPMorgan SmartRetirement 2040 Fund Class Select Shares
SMTSX
C
U.S. All Cap
13
0.19%
JPMorgan SmartRetirement 2050 Fund Class Select Shares
JTSSX
C
U.S. All Cap
14
0.19%
JPMorgan SmartRetirement 2045 Fund Class Select Shares
JSASX
C
U.S. All Cap
14
0.19%
JPMorgan Equity Index Fund Class A
OGEAX
C
U.S. Large Cap
15
0.45%
JPMorgan SmartRetirement Income Fund Class Select Shares
JSRSX
C
U.S. All Cap
5
0.17%
JPMorgan SmartRetirement 2020 Fund Class Select Shares
JTTSX
C
U.S. All Cap
6
0.18%
JPMorgan SmartRetirement 2025 Fund Class Select Shares
JNSSX
C
U.S. All Cap
8
0.19%
JPMorgan SmartRetirement 2030 Fund Class Select Shares
JSMSX
C
U.S. All Cap
9
0.19%
U.S. Equities - Growth
Nuveen Mid Cap Growth Opportunities Fund Class A
FRSLX
D-
U.S. Mid Cap - Growth
22
1.29%
JPMorgan Large Cap Growth Fund Class A
OLGAX
F--
U.S. All Cap - Growth
23
1.1%
Lord Abbett Developing Growth Fund Class A
LAGWX
F--
U.S. Small Cap - Growth
30
1.11%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
D++
U.S. All Cap - Value
16
0.99%
Victory Sycamore Established Value Fund Class A
VETAX
C++
U.S. Mid Cap - Value
19
1.04%
Columbia Mid Cap Index Fund Class A
NTIAX
D++
U.S. Mid Cap - Value
19
0.45%
Columbia Small Cap Index Fund Class A
NMSAX
B++
U.S. Small Cap - Value
23
0.45%
Invesco Small Cap Value Fund Class A
VSCAX
A++
U.S. Mid Cap - Value
28
1.11%
Global & Intl. Equity
PNC International Equity Fund Class Institutional
PIUIX
C++
International Small Cap
15
1.04%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
John Hancock Income Fund Class A
JHFIX
D++
Bond - U.S. High Yield
3
0.86%
JPMorgan Core Bond Fund Class R5
JCBRX
B-
Bond - Multi Sector
3
0.45%
DFA Intermediate Government Fixed Income Portfolio Institutional Class
DFIGX
C-
U.S. Treasury - Intermediate
4
0.12%
Franklin High Income Fund Class A
FHAIX
C++
Bond - U.S. High Yield
5
0.76%
Other
Measurement Specialties, Inc.
MEAS
Other
0
0%
JPMorgan SmartRetirement 2015 Fund Select Class Shares
JSFSX
Other
0
0.18%
JPMorgan Prime Money Market Fund Morgan Class
VMVXX
Other
0
0%
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