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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 - Growth
Buffalo Small Cap Fund
BUFSX
A--
U.S. Small Cap - Growth
25
1%
U.S. Equities - Value
CRM Mid Cap Value Fund Class Institutional
CRIMX
B++
U.S. Mid Cap - Value
18
0.81%
Citigroup Inc
C
F++
U.S. Small Cap - Value
34
0%
Global & Intl. Equity
Harbor International Fund Institutional Class
HAINX
A-
International Large Cap
15
0.74%
iShares MSCI EAFE ETF
EFA
B-
International Large Cap
15
0.34%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Janus Flexible Bond Fund Class I
JFLEX
B-
Bond - Multi Sector
3
0.59%
iShares Core U.S. Aggregate Bond ETF
AGG
C-
Bond - Multi Sector
3
0.08%
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