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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 A Shares
SRJAX
C
U.S. All Cap
11
0.29%
JPMorgan SmartRetirement 2040 Fund Class A Shares
SMTAX
C
U.S. All Cap
13
0.29%
JPMorgan SmartRetirement 2055 Fund Class A Shares
JFFAX
C
U.S. All Cap
14
1.25%
JPMorgan SmartRetirement 2050 Fund Class A Shares
JTSAX
C
U.S. All Cap
14
0.29%
JPMorgan SmartRetirement 2045 Fund Class A Shares
JSAAX
C
U.S. All Cap
14
0.29%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
JPMorgan SmartRetirement Income Fund Class A Shares
JSRAX
C
U.S. All Cap
5
0.27%
JPMorgan SmartRetirement 2025 Fund Class A Shares
JNSAX
C
U.S. All Cap
8
0.29%
JPMorgan SmartRetirement 2030 Fund Class A Shares
JSMAX
C
U.S. All Cap
9
0.29%
U.S. Equities - Growth
Nationwide Geneva Mid Cap Growth Fund Institutional Service Class
NWHYX
A-
U.S. Mid Cap - Growth
17
0%
JPMorgan Large Cap Growth Fund Class A
OLGAX
F--
U.S. All Cap - Growth
23
1.1%
Neuberger Berman Small Cap Growth Fund Institutional Class
NBSMX
F--
U.S. Small Cap - Growth
24
0.9%
U.S. Equities - Value
American Century Mid Cap Value Fund Institutional Class
AVUAX
D++
U.S. All Cap - Value
16
0.8%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
PIMCO All Asset Fund Institutional Class
PAAIX
A++
International Small Cap
8
0.07%
Bonds
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Other
Columbia Dividend Income Fund Class I
CDVIX
Other
0
0.58%
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