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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
T. Rowe Price Retirement I 2030 I
trpcx
C
U.S. All Cap
11
0%
T. Rowe Price Retirement I 2035 I
trpjx
C
U.S. All Cap
12
0%
T. Rowe Price Retirement I 2040 I
trpdx
C
U.S. All Cap
13
0%
T. Rowe Price Retirement I 2045 I
trpkx
C
U.S. All Cap
14
0%
T. Rowe Price Retirement I 2060 I
trplx
C
U.S. All Cap
14
0%
T. Rowe Price Retirement I 2050 I
trpmx
C
U.S. All Cap
14
0%
T. Rowe Price Retirement I 2055 I
trpnx
B
U.S. All Cap
14
0%
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
C
U.S. Large Cap
15
0.02%
The Hartford MidCap Fund Class Y
HMDYX
F+
U.S. Mid Cap
18
0.77%
T. Rowe Price Retirement I 2005 I
trpfx
B
U.S. All Cap
6
0%
T. Rowe Price Retirement Balanced I Fund I Class
trptx
B
U.S. All Cap
6
0%
T. Rowe Price Retirement I 2010 I
trpax
B
U.S. All Cap
7
0%
T. Rowe Price Retirement I 2015 I
trfgx
B
U.S. All Cap
7
0%
T. Rowe Price Retirement I 2020 I
trbrx
B
U.S. All Cap
8
0%
T. Rowe Price Retirement I 2025 I
trphx
C
U.S. All Cap
10
0%
U.S. Equities - Growth
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
Hartford Small Cap Growth Fund Class Y
HSLYX
D--
U.S. Small Cap - Growth
22
0.87%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R6
OIEJX
C++
U.S. Mega Cap - Value
15
0.53%
JPMorgan Mid Cap Value Fund Select Class
JMVSX
C++
U.S. Mid Cap - Value
19
0.98%
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
F++
U.S. Small Cap - Value
25
0.98%
Specialty
Invesco Global Real Estate Fund R5 Class
IGREX
C++
U.S. Real Estate
14
0.89%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
T. Rowe Price International Discovery Fund
PRIDX
A-
International Large Cap - Growth
15
1.23%
Oppenheimer International Growth Fund Class Y
OIGYX
B-
International Large Cap - Growth
16
0.9%
Pear Tree Polaris Foreign Value Fund Class Institutional
QFVIX
A++
International Large Cap - Value
16
1.28%
Oppenheimer Developing Markets Fund Class Y
ODVYX
C
Emerging Markets
17
1.01%
Bonds
Reliance Trust Company Stable Value Fund
C
U.S. Cash / Money Market
0
0%
Loomis Sayles Investment Grade Bond Fund Class Y
LSIIX
B
Bond - U.S. Corporate
2
0.58%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Other
IAC/InterActiveCorp
IACI
Other
0
0%
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