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Caribbean Refrescos, Inc. Thrift Plan
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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 Institutional Shares
SRJIX
C
U.S. All Cap
11
0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares
SMTIX
C
U.S. All Cap
13
0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares
JSAIX
C
U.S. All Cap
14
0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares
JFFIX
C
U.S. All Cap
14
1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares
JTSIX
C
U.S. All Cap
14
0.04%
S&P 500 Index Fund
C
U.S. Large Cap
15
0.09%
Columbia Contrarian Core Inst3
C
U.S. Large Cap
16
1.14%
JPMorgan SmartRetirement Income Fund Class Institutional Shares
JSIIX
C
U.S. All Cap
5
0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares
JTTIX
C
U.S. All Cap
6
0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares
JNSIX
C
U.S. All Cap
8
0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares
JSMIX
C
U.S. All Cap
9
0.04%
Balanced Real Assets Fund
B
U.S. Large Cap
10
0.26%
U.S. Equities - Growth
SMID Research Equity Fund
A--
U.S. Small Cap - Growth
20
0.24%
U.S. Equities - Value
The Coca-Cola Co
KO
F++
U.S. Mega Cap - Value
19
0%
Global & Intl. Equity
MFS Institutional International Equity Fund
MIEIX
C+
Europe
14
0.71%
ACWI Ex-US IMI Index Fund
B-
International Large Cap
15
0%
Bonds
Invesco Stable Value Trust Fund
C
U.S. Cash / Money Market
0
0%
Loomis Sayles Core Plus Bond Fund Class N
NERNX
C
Bond - U.S. Corporate
3
0.44%
Aggregate Bond Index Fund
C-
Bond - Multi Sector
3
0.07%
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