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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
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
11
0.19%
Fidelity Puritan Fund Class K
FPUKX
C
U.S. Large Cap
12
0.46%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
13
0.19%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
T. Rowe Price Institutional Small-Cap Stock Fund
TRSSX
A+
U.S. Small Cap
17
0.68%
Neuberger Berman Genesis Fund Institutional Class
NBGIX
F+
U.S. Mid Cap
18
0.85%
The Hartford MidCap Fund Class Y
HMDYX
F+
U.S. Mid Cap
18
0.77%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
5
0.17%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
D
U.S. Large Cap
7
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
9
0.18%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K
FCNKX
C--
U.S. Large Cap - Growth
19
0.56%
MFS Growth Fund Class R4
MFEJX
D--
U.S. Large Cap - Growth
20
0.79%
U.S. Equities - Value
MFS Value Fund Class R4
MEIJX
C++
U.S. Mega Cap - Value
14
0.67%
Global & Intl. Equity
MFS Research International Fund Class R4
MRSJX
A-
International Large Cap - Growth
13
0.93%
Lazard Emerging Markets Equity Portfolio Institutional Shares
LZEMX
A
Emerging Markets
15
1.09%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares
VIPIX
C+
U.S. Treasury - TIPS
4
0.07%
Other
Fidelity Investments Money Market Funds Money Market Portfolio Class I
FMPXX
Other
0
0%
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