Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | C | U.S. All Cap | 11 | 0.15% |
BlackRock LifePath Index 2040 Fund Class K Shares | LIKKX | C | U.S. All Cap | 12 | 0.15% |
BlackRock LifePath Index 2045 Fund Class K Shares | LIHKX | C | U.S. All Cap | 13 | 0.15% |
BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | C | U.S. All Cap | 14 | 0.15% |
BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | C | U.S. All Cap | 14 | 0.15% |
BlackRock LifePath Index 2060 Fund Class K | LIZKX | C | U.S. All Cap | 14 | 0% |
BNY Mellon SL ACWI ex-U.S.Fund | | C | U.S. All Cap | 14 | 0% |
S&P 500 Index Fund | | C | U.S. Large Cap | 15 | 0.09% |
BNY Mellon Capital Small Cap Stock Index Fund | | B+ | U.S. Small Cap | 19 | 0.09% |
BlackRock LifePath Index Retirement Fund Class K Shares | LIRKX | C | U.S. All Cap | 6 | 0.14% |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | C | U.S. All Cap | 8 | 0.14% |
BlackRock LifePath Index 2030 Fund Class K Shares | LINKX | C | U.S. All Cap | 9 | 0.15% |
U.S. Equities - Growth | | | | | |
Contrafund | | C-- | U.S. Large Cap - Growth | 19 | 0.56% |
Fidelity Growth Company Fund Class K | FGCKX | B-- | U.S. All Cap - Growth | 23 | 0.71% |
Artisan Small Cap Fund Institutional Shares | APHSX | F- | U.S. Mid Cap - Growth | 25 | 1.06% |
U.S. Equities - Value | | | | | |
JPMorgan Equity Income Fund Class R6 | OIEJX | C++ | U.S. Mega Cap - Value | 15 | 0.53% |
Wells Fargo Special Small Cap Value Fund - Class R6 | ESPRX | B++ | U.S. Small Cap - Value | 21 | 1.58% |
PPG Stock Fund | | A++ | U.S. Large Cap - Value | 26 | 0% |
Global & Intl. Equity | | | | | |
MFS Institutional International Equity Fund | MIEIX | C+ | Europe | 14 | 0.71% |
Bonds | | | | | |
Stable Value Fund | | C | U.S. Cash / Money Market | 0 | 0% |
BlackRock Total Return Fund Institutional Shares | MAHQX | B- | Bond - Multi Sector | 3 | 0.73% |
BNY Mellon Aggregate Bond Index Fund | | C- | Bond - Multi Sector | 3 | 0.07% |
TIPS Index Fund | | C+ | U.S. Treasury - TIPS | 4 | 0.2% |