Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
American Century Investments One Choice 2045 Portfolio Institutional Class | AOOIX | C | U.S. All Cap | 11 | 0.01% |
American Century Investments One Choice 2050 Portfolio Institutional Class | ARFSX | C | U.S. All Cap | 11 | 0.01% |
American Century Investments One Choice 2055 Portfolio Institutional Class | ARENX | C | U.S. All Cap | 12 | 0.78% |
PMP 2035 Fund | | B | U.S. All Cap | 12 | 0% |
Balanced Fund | | C | U.S. All Cap | 13 | 0.75% |
PMP 2055 Fund | | B | U.S. All Cap | 13 | 0% |
PMP 2045 Fund | | B | U.S. All Cap | 13 | 0% |
Equity Index Fund | | C | U.S. All Cap | 15 | 0.2% |
PMP 2015 Fund | | B | U.S. All Cap | 7 | 0% |
American Century Investments One Choice 2025 Portfolio Institutional Class | ARWFX | C | U.S. All Cap | 7 | 0.01% |
American Century Investments One Choice In Retirement Portfolio Institutional Class | ATTIX | C | U.S. All Cap | 8 | 0.01% |
American Century Investments One Choice 2030 Portfolio Institutional Class | ARCSX | C | U.S. All Cap | 8 | 0.01% |
American Century Investments One Choice 2035 Portfolio Institutional Class | ARLIX | C | U.S. All Cap | 9 | 0.01% |
PMP 2025 Fund | | C | U.S. All Cap | 9 | 0% |
Wellington Mgmt. Durable Enterprises Series II | | B | U.S. Large Cap | 10 | 0.18% |
American Century Investments One Choice 2040 Portfolio Institutional Class | ARDSX | C | U.S. All Cap | 10 | 0.01% |
U.S. Equities - Growth | | | | | |
Large Cap Growth | | C-- | U.S. Large Cap - Growth | 20 | 0.2% |
Fidelity Extended Market Index | FSMAX | A-- | U.S. Small Cap - Growth | 20 | 0% |
Small / MidCap Core Index | | A-- | U.S. Small Cap - Growth | 20 | 0.08% |
Small Cap Growth | | C-- | U.S. Small Cap - Growth | 23 | 0.25% |
U.S. Equities - Value | | | | | |
Large Cap Value | | C++ | U.S. Large Cap - Value | 15 | 0.2% |
Small Cap Value | | C++ | U.S. Small Cap - Value | 26 | 0.25% |
Global & Intl. Equity | | | | | |
International Fund | | A- | International Large Cap | 15 | 0.74% |
International Index Fund | | B- | International Large Cap | 15 | 0.34% |
International Value Fund | | A | International Large Cap - Value | 16 | 0.43% |
Emerging Markets Equity | | D | Emerging Markets | 19 | 0.67% |
PMP Retirement Fund | | B | Emerging Markets | 4 | 0% |
Bonds | | | | | |
Money Market Fund | | C | U.S. Cash / Money Market | 0 | 0% |
Short Duration Bond | | B- | U.S. Treasury - Short / Intermediate | 1 | 0.12% |
Bond Fund | | B- | Bond - Multi Sector | 3 | 0.45% |
Prudential Core Plus Bond Fund Cl 5 | | B- | Bond - Multi Sector | 3 | 0.71% |
Bond Index Fund | | C- | Bond - Multi Sector | 3 | 0.07% |
Balanced Real Asset | | C+ | U.S. Treasury - TIPS | 4 | 0.85% |