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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 2040 Fund Class Institutional Shares
SMTIX
C
U.S. All Cap
13
0.04%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares
JTSIX
C
U.S. All Cap
14
0.04%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Prudential Jennison Small Company Fund Class Z
PSCZX
A+
U.S. Mid Cap
20
0.85%
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 2030 Fund Class Institutional Shares
JSMIX
C
U.S. All Cap
9
0.04%
U.S. Equities - Growth
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A--
U.S. Small Cap - Growth
20
0.1%
Prudential Jennison Mid Cap Growth Fund Class Z
PEGZX
D-
U.S. Mid Cap - Growth
22
0.77%
U.S. Equities - Value
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
C++
U.S. Mid Cap - Value
17
0.74%
American Beacon Large Cap Value Fund Investor Class
AAGPX
C++
U.S. All Cap - Value
18
0.93%
Victory Integrity Small-Cap Value Fund Class R6
MVSSX
C++
U.S. Small Cap - Value
28
1.07%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
JPMorgan Core Bond Fund Class R5
JCBRX
B-
Bond - Multi Sector
3
0.45%
Metropolitan West Total Return Bond Fund Class M
MWTRX
B-
Bond - Multi Sector
3
0.62%
RidgeWorth Seix High Income Fund I Shares
STHTX
B++
Bond - U.S. High Yield
4
0.77%
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