Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
BlackRock LifePath 2035 Fund Institutional Shares | LPJIX | C | U.S. All Cap | 11 | 0.75% |
BlackRock LifePath 2040 Fund Institutional Shares | STLEX | B | U.S. All Cap | 13 | 1.04% |
BlackRock LifePath 2045 Fund Institutional Shares | LPHIX | C | U.S. All Cap | 14 | 0.74% |
BlackRock LifePath 2050 Fund Institutional Shares | STLFX | B | U.S. All Cap | 14 | 1.06% |
BlackRock LifePath 2055 Fund Institutional Shares | LPVIX | C | U.S. All Cap | 14 | 0.74% |
BlackRock Equity Index Fund M | | C | U.S. Large Cap | 15 | 0.09% |
BlackRock Russell 2500 Fund M | | B+ | U.S. Small Cap | 20 | 0% |
BlackRock LifePath Retirement Portfolio Institutional Shares | STLAX | C | U.S. All Cap | 7 | 0.75% |
BlackRock LifePath 2025 Fund Institutional Shares | LPBIX | D | U.S. All Cap | 8 | 0.75% |
BlackRock LifePath 2030 Fund Institutional Shares | STLDX | C | U.S. All Cap | 10 | 1% |
U.S. Equities - Growth | | | | | |
Touchstone Sands Capital Institutional Growth Fund | CISGX | F- | U.S. Mid Cap - Growth | 51 | 0% |
U.S. Equities - Value | | | | | |
Boston Partners All Cap Value Fund Institutional Class | BPAIX | C++ | U.S. All Cap - Value | 18 | 0.7% |
Global & Intl. Equity | | | | | |
BlackRock MSCI ACWI ex-US IMI Index Fund F | | B- | International Large Cap | 15 | 0.34% |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
Bonds | | | | | |
Fidelity Institutional Money Market Government Portfolio | | C | U.S. Cash / Money Market | 0 | 0% |
Wells Fargo/BlackRock Short Term Investment Fund | | C++ | Bond - U.S. High Yield | 1 | 0.79% |
PIMCO Income Fund Institutional Class | PIMIX | A+ | Bond - Emerging Market | 3 | 0.45% |
BlackRock US Debt Index Fund M | | C- | Bond - Multi Sector | 3 | 0.07% |
BlackRock TIPS Bond Index Fund M | | C+ | U.S. Treasury - TIPS | 4 | 0.2% |
Other | | | | | |
BlackRock LifePath 2020 Fund Institutional Shares | STLCX | | Other | 0 | 1.05% |