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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
Ivy Asset Strategy Fund Class I
IVAEX
B
U.S. All Cap
11
0.73%
T. Rowe Price Spectrum Growth Fund
PRSGX
C
U.S. All Cap
15
0.8%
T. Rowe Price Equity Index 500 Fund
PREIX
C
U.S. Large Cap
15
0.28%
T. Rowe Price Capital Opportunity Fund
PRCOX
C
U.S. Large Cap
15
0.71%
T. Rowe Price Mid-Cap Growth Fund
RPMGX
F+
U.S. Mid Cap
16
0.78%
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
T. Rowe Price Health Sciences Fund
PRHSX
B-
U.S. Mid Cap - Growth
18
0.79%
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
PRDSX
D--
U.S. Small Cap - Growth
20
0.82%
T. Rowe Price New Horizons Fund
PRNHX
C-
U.S. Mid Cap - Growth
20
0.8%
T. Rowe Price Extended Equity Market Index Fund
PEXMX
A--
U.S. Small Cap - Growth
20
0.4%
T. Rowe Price Growth Stock Fund
PRGFX
B--
U.S. Large Cap - Growth
20
0.69%
T. Rowe Price Diversified Mid Cap Growth Fund
PRDMX
D-
U.S. Mid Cap - Growth
20
0.91%
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
JPMorgan Large Cap Growth Fund Class R6
JLGMX
F--
U.S. All Cap - Growth
23
0.67%
Eagle Small Cap Growth Fund Class R6
HSRUX
D--
U.S. Small Cap - Growth
23
0.68%
U.S. Equities - Value
T. Rowe Price Value Fund
TRVLX
B++
U.S. Large Cap - Value
16
0.84%
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
C++
U.S. Mid Cap - Value
19
0.74%
T. Rowe Price Small-Cap Value Fund
PRSVX
B++
U.S. Small Cap - Value
20
0.81%
T. Rowe Price Financial Services Fund
PRISX
B++
U.S. All Cap - Value
23
0.88%
T. Rowe Price Spectrum Income Fund
RPSIX
B++
U.S. Large Cap - Value
3
0.69%
Specialty
T. Rowe Price Real Estate Fund
TRREX
B++
U.S. Real Estate
21
0.79%
Global & Intl. Equity
T. Rowe Price Africa & Middle East Fund
TRAMX
A
Emerging Markets
13
1.47%
T. Rowe Price International Stock Fund
PRITX
B-
International Large Cap - Growth
14
0.85%
T. Rowe Price International Equity Index Fund
PIEQX
B-
International Large Cap
14
0.5%
Harbor International Fund Institutional Class
HAINX
A-
International Large Cap
15
0.74%
T. Rowe Price European Stock Fund
PRESX
B+
Europe
15
0.96%
T. Rowe Price International Discovery Fund
PRIDX
A-
International Large Cap - Growth
15
1.23%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
T. Rowe Price International Growth & Income Fund
TRIGX
A
International Large Cap - Value
16
0.86%
T. Rowe Price Emerging Markets Stock Fund
PRMSX
F
Emerging Markets
17
1.25%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
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