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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
Calvert Equity Portfolio Class A
CSIEX
D
U.S. Large Cap
15
1.2%
Oppenheimer Main Street Select Fund Class R
OMSNX
C
U.S. Large Cap
16
1.47%
Fidelity Advisor Consumer Discretionary Fund Class T
FACPX
F
U.S. All Cap
19
1.58%
Fidelity Advisor Small Cap Fund Class T
FSCTX
B+
U.S. Small Cap
20
1.21%
Fidelity Advisor Leveraged Company Stock Fund Class T
FLSTX
B
U.S. All Cap
20
1.33%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-1
RSLAX
A-
U.S. Mid Cap - Growth
16
1.84%
Oppenheimer Global Fund Class R
OGLNX
A--
U.S. All Cap - Growth
18
1.47%
American Funds The Growth Fund of America Class R-1
RGAAX
C--
U.S. All Cap - Growth
18
1.44%
Oppenheimer Global Opportunities Fund Class R
OGINX
C-
U.S. Mid Cap - Growth
21
1.56%
Franklin Growth Opportunities Fund Class R
FKARX
C--
U.S. All Cap - Growth
21
1.37%
Goldman Sachs Technology Opportunities Fund Class A
GITAX
D--
U.S. All Cap - Growth
22
1.5%
U.S. Equities - Value
Columbia Select Large-Cap Value Fund Class R
SLVRX
B++
U.S. All Cap - Value
17
1.43%
Goldman Sachs Mid Cap Value Fund Class A
GCMAX
C++
U.S. Mid Cap - Value
17
1.14%
Oppenheimer Value Fund Class R
CGRNX
C++
U.S. All Cap - Value
20
1.24%
Franklin Small Cap Value Fund Class R
FVFRX
F++
U.S. Small Cap - Value
24
1.39%
Invesco Energy Fund Class A
IENAX
B++
U.S. Small Cap - Value
36
1.15%
American Funds The Income Fund of America Class R-1
RIDAX
B++
U.S. Mega Cap - Value
9
1.39%
Franklin Income Series Class R
FISRX
B++
U.S. Mega Cap - Value
10
0.97%
Specialty
Fidelity Advisor Real Estate Fund Class T
FHETX
C++
U.S. Real Estate
17
1.38%
Wells Fargo Precious Metals Fund - Class A
EKWAX
F--
Gold
35
1.09%
Global & Intl. Equity
Wells Fargo Adjustable Rate Government Fund - Class A
ESAAX
C++
Japan
1
0.74%
Putnam International Capital Opportunities Fund Class R
PICRX
B++
International Small Cap
14
1.68%
Wells Fargo International Equity Fund - Class A
WFEAX
C++
International Small Cap
14
1.09%
Oppenheimer International Growth Fund Class R
OIGNX
B-
International Large Cap - Growth
16
1.44%
Wells Fargo Emerging Markets Equity Fund - Class A
EMGAX
C
Emerging Markets
18
1.65%
Goldman Sachs Asia Equity Fund Class A
GSAGX
F
Emerging Markets
24
1.72%
Oppenheimer International Bond Fund Class R
OIBNX
F++
International Small Cap
7
1.43%
Bonds
PIMCO Low Duration Fund Class R
PLDRX
C+
U.S. Treasury - TIPS
1
1.05%
Delaware Extended Duration Bond Fund Class A
DEEAX
A
Bond - U.S. Corporate
11
0.95%
American Funds American High-Income Trust Class R-1
RITAX
A++
Bond - U.S. High Yield
3
1.47%
Oppenheimer Global Strategic Income Class R
OSINX
C+
Bond - Emerging Market
5
1.31%
Oppenheimer Core Bond Fund Class R
OPBNX
C-
Bond - Multi Sector
5
1.15%
Other
Nuveen Equity Index Fund Class R3
FADSX
Other
0
0.87%
Nuveen Mid Cap Index Fund Class R3
FMCYX
Other
0
0.98%
Nuveen Small Cap Index Fund Class R3
ARSCX
Other
0
1.07%
JHancock Small Cap Equity A
SPVAX
Other
0
1.26%
Oppenheimer Mid Cap Value Fund Class R
QSCNX
Other
0
1.53%
Oppenheimer Equity Income Fund Class R
ONEIX
Other
0
1.36%
Franklin Templeton Money Fund Class R
FMRXX
Other
0
0%
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