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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
Ivy Asset Strategy Fund Class C
WASCX
C
U.S. All Cap
11
1.68%
JPMorgan SmartRetirement 2040 Fund Class C Shares
SMTCX
C
U.S. All Cap
13
0.94%
JPMorgan SmartRetirement 2030 Fund Class C Shares
JSMCX
C
U.S. All Cap
9
0.94%
BlackRock Global Allocation Fund, Inc. Investor C Shares
MCLOX
C
U.S. All Cap
10
1.8%
U.S. Equities - Growth
Janus Forty Fund Class C
JACCX
B--
U.S. All Cap - Growth
20
1.63%
Columbia Seligman Communications and Information Fund Class C
SCICX
A--
U.S. All Cap - Growth
24
2.16%
U.S. Equities - Value
MFS Utilities Fund Class C
MMUCX
F++
U.S. Mega Cap - Value
13
1.76%
BlackRock U.S. Opportunities Portfolio Investor C Shares
BMECX
B++
U.S. All Cap - Value
14
2.22%
MFS Value Fund Class C
MEICX
C++
U.S. Mega Cap - Value
14
1.67%
Specialty
Oppenheimer Gold & Special Minerals Fund Class C
OGMCX
A--
Gold
33
2.01%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class C
ODVCX
C
Emerging Markets
17
2.05%
Oppenheimer International Bond Fund Class C
OIBCX
F++
International Small Cap
7
1.69%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Ivy Limited-Term Bond Fund Class C
WLBCX
C
U.S. Treasury - Short
1
1.63%
Delaware Diversified Income Fund Class C
DPCFX
C
Bond - U.S. Corporate
3
1.65%
VY BlackRock Inflation Protected Bond Portfolio Class A
IBRAX
C+
U.S. Treasury - TIPS
4
1.14%
Other
BlackRock S&P 500 Index Fund Investor A Shares
MDSRX
Other
0
0.58%
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