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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
Principal LargeCap S&P 500 Index Fund R-3 Class
PLFMX
C
U.S. Large Cap
15
0.72%
Prudential Jennison Small Company Fund Class A
PGOAX
A+
U.S. Mid Cap
20
1.15%
U.S. Equities - Growth
JPMorgan Large Cap Growth Fund Class R2
JLGZX
F--
U.S. All Cap - Growth
23
1.34%
U.S. Equities - Value
Columbia Dividend Income Fund Class A
LBSAX
B++
U.S. Mega Cap - Value
13
1.02%
Goldman Sachs Small Cap Value Fund Service
GSSSX
F++
U.S. Small Cap - Value
25
1.48%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-3
RERCX
A-
International Large Cap - Growth
16
1.14%
Bonds
PIMCO Total Return Fund Class R
PTRRX
B-
Bond - Multi Sector
3
1.1%
Other
Principal MidCap Fund R-2 Class
PMBNX
Other
0
1.35%
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