Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
LifePath Index 2035-J | | C | U.S. All Cap | 11 | 0.15% |
LifePath Index 2040-J | | C | U.S. All Cap | 12 | 0.15% |
LifePath Index 2060-J | | C | U.S. All Cap | 13 | 0.18% |
LifePath Index 2045-J | | C | U.S. All Cap | 13 | 0.15% |
LifePath Index 2050-J | | C | U.S. All Cap | 14 | 0.15% |
LifePath Index 2055-J | | C | U.S. All Cap | 14 | 0.15% |
BlackRock Russell 1000 Index - M | | C | U.S. Large Cap | 15 | 0.15% |
BlackRock Russell 2000 Index - M | | C+ | U.S. Small Cap | 23 | 0.2% |
LifePath Index Retirement-J | | C | U.S. All Cap | 6 | 0.14% |
LifePath Index 2025-J | | C | U.S. All Cap | 8 | 0.14% |
LifePath Index 2030-J | | C | U.S. All Cap | 9 | 0.15% |
U.S. Equities - Growth | | | | | |
American Funds New Perspective Fund Class R-6 | RNPGX | A-- | U.S. All Cap - Growth | 17 | 0.45% |
Domini Social Equity Fund Institutional Class | DIEQX | B-- | U.S. All Cap - Growth | 17 | 0.8% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | D-- | U.S. Large Cap - Growth | 21 | 0.74% |
U.S. Equities - Value | | | | | |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | B++ | U.S. Small Cap - Value | 22 | 0.37% |
Global & Intl. Equity | | | | | |
Templeton Institutional Foreign Smaller Companies Series Advisor | TFSCX | B++ | International Small Cap | 13 | 0.98% |
MFS Institutional International Equity Fund | MIEIX | C+ | Europe | 14 | 0.71% |
BlackRock MSCI ACWI ex-US Index - M | | B- | International Large Cap | 15 | 0% |
PIMCO Global Bond (Unhedged) Fund Institutional Class | PIGLX | D++ | International Small Cap | 4 | 0.55% |
Bonds | | | | | |
BlackRock Money Market - W | | C | U.S. Cash / Money Market | 0 | 0% |
BlackRock US Debt Index - W | | C- | Bond - Multi Sector | 3 | 0.07% |
Other | | | | | |
Fidelity M&R Managed Income Portfolio - 1 | | | Other | 0 | 0% |
LifePath Index 2020-J | | | Other | 0 | 0.14% |