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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
American Funds Investment Company of America Class A
AIVSX
C
U.S. Large Cap
14
0.61%
U.S. Equities - Growth
American Funds The New Economy Fund Class A
ANEFX
C--
U.S. All Cap - Growth
17
0.83%
American Funds The Growth Fund of America Class A
AGTHX
B--
U.S. All Cap - Growth
18
0.7%
U.S. Equities - Value
American Funds American Mutual Fund Class A
AMRMX
D++
U.S. Mega Cap - Value
12
0.61%
American Funds The Income Fund of America Class A
AMECX
B++
U.S. Mega Cap - Value
9
0.58%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A
AEPGX
C-
International Large Cap - Growth
16
0.84%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
American Funds Intermediate Bond Fund of America Class A
AIBAX
C-
U.S. Treasury - Short / Intermediate
1
0.6%
American Funds The Bond Fund of America Class A
ABNDX
B-
Bond - Multi Sector
3
0.61%
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