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PLAN FUNDS investment options ratings help
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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     
T. Rowe Price Retirement I 2030 ItrpcxCU.S. All Cap11fund risk0%
T. Rowe Price Retirement I 2035 ItrpjxCU.S. All Cap12fund risk0%
T. Rowe Price Retirement I 2040 ItrpdxCU.S. All Cap13fund risk0%
T. Rowe Price Retirement I 2045 ItrpkxCU.S. All Cap14fund risk0%
T. Rowe Price Retirement I 2060 ItrplxCU.S. All Cap14fund risk0%
T. Rowe Price Retirement I 2050 ItrpmxCU.S. All Cap14fund risk0%
T. Rowe Price Retirement I 2055 ItrpnxBU.S. All Cap14fund risk0%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
JPMorgan U.S. Small Company Fund Class R6JUSMXC+U.S. Small Cap24fund risk0.75%
T. Rowe Price Retirement I 2005 ItrpfxBU.S. All Cap6fund risk0%
T. Rowe Price Retirement I 2010 ItrpaxBU.S. All Cap7fund risk0%
T. Rowe Price Retirement I 2015 ItrfgxBU.S. All Cap7fund risk0%
T. Rowe Price Retirement I 2020 ItrbrxBU.S. All Cap8fund risk0%
T. Rowe Price Retirement I 2025 ItrphxCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Fidelity Contrafund K6FLCNXC--U.S. Large Cap - Growth19fund risk0%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap - Growth20fund risk0.08%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC++U.S. Mega Cap - Value14fund risk0.21%
MFS Mid Cap Value Fund Class R6MVCKXC++U.S. Mid Cap - Value17fund risk0.88%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXD++International Small Cap14fund risk0.12%
DFA International Core Equity Portfolio Institutional ClassDFIEXD++International Small Cap15fund risk0.39%
Oppenheimer International Growth Fund Class IOIGIXB-International Large Cap - Growth16fund risk0.72%
Bonds     
Vanguard Federal Money Market FundCU.S. Cash / Money Market0fund risk0%
PIMCO Income Fund Institutional ClassPIMIXA+Bond - Emerging Market3fund risk0.45%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
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