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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
JPMorgan SmartRetirement Income Fund Class Institutional Shares
JSIIX
C
U.S. All Cap
5
0.02%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-5
RNPFX
A--
U.S. All Cap - Growth
17
0.5%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Prudential High-Yield Fund Class Z
PHYZX
A++
Bond - U.S. High Yield
4
0.58%
Other
JPMorgan Disciplined Equity Fund Institutional Class
JPIEX
Other
0
0.45%
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