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American Public Transportation Association Tax Deferred Savings Plan

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Prudential QMA Stock Index Fund Class CPSICXCU.S. Large Cap15fund risk1.16%
U.S. Equities - Growth     
MainStay Large Cap Growth Fund Class R3MLGRXD--U.S. Large Cap - Growth21fund risk1.37%
U.S. Equities - Value     
MFS Value Fund Class R2MVRRXC++U.S. Mega Cap - Value14fund risk1.17%
Delaware Small Cap Value Fund Institutional ClassDEVIXC++U.S. Small Cap - Value25fund risk1%
Global & Intl. Equity     
Thornburg International Value Fund Class R3TGVRXA+Europe14fund risk1.45%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
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