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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
Franklin Rising Dividends Fund Class A
FRDPX
C
U.S. All Cap
15
0.93%
T. Rowe Price Equity Index 500 Fund
PREIX
C
U.S. Large Cap
15
0.28%
Principal MidCap Fund R-3 Class
PMBMX
D+
U.S. Mid Cap
16
1.17%
BlackRock Global Allocation Fund, Inc. Investor A Shares
MDLOX
C
U.S. All Cap
10
1.05%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3
RNPCX
A--
U.S. All Cap - Growth
17
1.11%
Franklin Growth Series Class A
FKGRX
B--
U.S. All Cap - Growth
17
0.91%
Janus Triton Fund Class S
JGMIX
B--
U.S. Small Cap - Growth
19
1.18%
U.S. Equities - Value
Invesco Equity and Income Fund Class A
ACEIX
C++
U.S. All Cap - Value
13
0.78%
Invesco Growth and Income Fund Class A
ACGIX
C++
U.S. All Cap - Value
19
0.81%
Specialty
Prudential Global Real Estate Fund Class A
PURAX
B++
U.S. Real Estate
15
1.26%
Global & Intl. Equity
Invesco International Growth Fund Class A
AIIEX
B-
International Large Cap - Growth
14
1.33%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
American Century Government Bond Fund Class A
ABTAX
C-
Bond - Multi Sector
2
0.72%
PIMCO Income Fund Class A
PONAX
A+
Bond - Emerging Market
2
0.85%
JPMorgan Core Bond Fund Class A
PGBOX
B-
Bond - Multi Sector
3
0.75%
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