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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
Parnassus Core Equity Fund - Investor Shares
PRBLX
C
U.S. Large Cap
15
0.87%
Sequoia Fund
SEQUX
D
U.S. Large Cap
18
1%
U.S. Equities - Growth
PRIMECAP Odyssey Aggressive Growth Fund
POAGX
B--
U.S. Small Cap - Growth
20
0.64%
U.S. Equities - Value
AMG Yacktman Fund Class I
YACKX
A++
U.S. Large Cap - Value
13
0.74%
Voya Corporate Leaders Trust Fund Series B
LEXCX
F++
U.S. Mega Cap - Value
19
0.5%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard High-Yield Corporate Fund Investor Shares
VWEHX
C++
Bond - U.S. High Yield
3
0.23%
TCW Emerging Markets Income Fund Class Institutional
TGEIX
C+
Bond - Emerging Market
5
0.83%
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