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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
Calamos Growth & Income Fund Class A
CVTRX
D
U.S. All Cap
15
1.09%
Franklin Rising Dividends Fund Class A
FRDPX
C
U.S. All Cap
15
0.93%
Neuberger Berman Genesis Fund Advisor Class
NBGAX
F+
U.S. Mid Cap
18
1.38%
Victory Munder Mid-Cap Core Growth Fund Class A
MGOAX
F+
U.S. Mid Cap
19
1.32%
Lord Abbett Alpha Strategy Fund Class A
ALFAX
C+
U.S. Small Cap
20
0.25%
U.S. Equities - Growth
Janus Forty Fund Class S
JARTX
B--
U.S. All Cap - Growth
20
0.91%
Alger Small Cap Growth Institutional Fund Class I
ALSRX
F-
U.S. Mid Cap - Growth
25
1.25%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class R
TEDRX
B++
U.S. Large Cap - Value
15
1.48%
Franklin Mutual Shares Fund Class A
TESIX
B++
U.S. All Cap - Value
15
1.09%
American Century Income and Growth Fund Class A
AMADX
C++
U.S. Large Cap - Value
15
0.92%
Fidelity Advisor Equity Income Fund Class T
FEIRX
C++
U.S. Large Cap - Value
15
1.18%
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
D++
U.S. All Cap - Value
16
0.99%
Lord Abbett Fundamental Equity Fund Class A
LDFVX
D++
U.S. Large Cap - Value
16
1.06%
Perkins Mid Cap Value Fund Class S
JMVIX
F++
U.S. Mid Cap - Value
17
0.99%
T. Rowe Price Mid-Cap Value Fund R Class
RRMVX
C++
U.S. Mid Cap - Value
18
1.31%
Victory RS Value Fund Class A
RSVAX
C++
U.S. Mid Cap - Value
18
1.28%
AllianzGI NFJ Small-Cap Value Fund Class A
PCVAX
F++
U.S. Mid Cap - Value
20
1.17%
Global & Intl. Equity
Templeton Growth Fund, Inc. Class Retirement
TEGRX
B-
International Large Cap
14
1.32%
Oppenheimer International Growth Fund Class A
OIGAX
B-
International Large Cap - Growth
16
1.2%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
AB Global Risk Allocation Fund Class A
CABNX
A++
International Small Cap
8
1.17%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Franklin Strategic Income Fund Class A
FRSTX
B++
Bond - U.S. High Yield
2
0.86%
JPMorgan Core Bond Fund Class A
PGBOX
B-
Bond - Multi Sector
3
0.75%
Prudential High-Yield Fund Class A
PBHAX
B++
Bond - U.S. High Yield
4
0.83%
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