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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     
American Century Investments One Choice 2045 Portfolio A ClassAROAXCU.S. All Cap11fund risk0.45%
American Funds Capital World Growth and Income Fund Class R-3RWICXCU.S. Large Cap14fund risk1.09%
BlackRock S&P 500 Index Fund Institutional SharesBSPIXCU.S. Large Cap15fund risk0.23%
Victory Special Value Fund Class ASSVSXDU.S. All Cap17fund risk1.27%
Thornburg Value Fund Class R4TVIRXF+U.S. Mid Cap19fund risk1.25%
American Century Investments One Choice In Retirement Portfolio A ClassARTAXCU.S. All Cap6fund risk0.45%
American Century Investments One Choice 2025 Portfolio A ClassARWAXCU.S. All Cap7fund risk0.45%
American Century Investments One Choice 2035 Portfolio A ClassARYAXCU.S. All Cap9fund risk0.45%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXCU.S. All Cap10fund risk1.05%
U.S. Equities - Growth     
American Funds The New Economy Fund Class R-3RNGCXC--U.S. All Cap - Growth17fund risk1.15%
Janus Forty Fund Class AJDCAXB--U.S. All Cap - Growth20fund risk0.84%
Goldman Sachs Growth Opportunities Fund Class AGGOAXD-U.S. Mid Cap - Growth20fund risk1.35%
Ivy Science And Technology Fund Class YWSTYXC--U.S. All Cap - Growth22fund risk1.24%
U.S. Equities - Value     
Invesco Equity and Income Fund Class AACEIXC++U.S. All Cap - Value13fund risk0.78%
Franklin Mutual Shares Fund Class ATESIXB++U.S. All Cap - Value15fund risk1.09%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF++U.S. Mid Cap - Value20fund risk1.17%
Franklin Small Cap Value Fund Class AFRVLXF++U.S. Small Cap - Value24fund risk1.19%
Franklin Income Fund Class AFKINXA++U.S. Mega Cap - Value9fund risk0.62%
Global & Intl. Equity     
Thornburg International Value Fund Class R4THVRXA+Europe14fund risk1.25%
Janus Overseas Fund Class AJDIAXB++International Small Cap15fund risk0.87%
American Funds New World Fund Class R-3RNWCXAEmerging Markets16fund risk1.34%
American Funds EuroPacific Growth Fund Class R-3RERCXA-International Large Cap - Growth16fund risk1.14%
Oppenheimer International Bond Fund Class AOIBAXF++International Small Cap7fund risk1.01%
Bonds     
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Eaton Vance Income Fund of Boston Class AEVIBXB++Bond - U.S. High Yield4fund risk1%
Other     
Oppenheimer Mid Cap Value Fund Class AQVSCX Other0fund risk1.27%
BlackRock Ready Assets Prime Money FundMRAXX Other0fund risk0%
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