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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
Janus Balanced Fund Class T
JABAX
C-
U.S. Mega Cap
10
0.83%
American Century Investments One Choice 2045 Portfolio Investor Class
AROIX
C
U.S. All Cap
11
0.2%
American Century Investments One Choice 2050 Portfolio Investor Class
ARFVX
C
U.S. All Cap
11
0.2%
American Century Investments One Choice 2055 Portfolio Investor Class
AREVX
C
U.S. All Cap
12
0.2%
American Century Investments One Choice In Retirement Portfolio Investor Class
ARTOX
C
U.S. All Cap
6
0.2%
American Century Investments One Choice 2025 Portfolio Investor Class
ARWIX
C
U.S. All Cap
7
0.2%
American Century Investments One Choice 2030 Portfolio Investor Class
ARCVX
C
U.S. All Cap
8
0%
American Century Investments One Choice 2035 Portfolio Investor Class
ARYIX
C
U.S. All Cap
9
0.2%
American Century Investments One Choice 2040 Portfolio Investor Class
ARDVX
C
U.S. All Cap
10
0.2%
U.S. Equities - Growth
Alger Green Fund Class I
AGIFX
C--
U.S. All Cap - Growth
19
1.35%
Columbia Acorn Fund Class Z
ACRNX
D-
U.S. Mid Cap - Growth
21
0.78%
Alger Spectra Fund Class I
ASPIX
F--
U.S. All Cap - Growth
23
1.28%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares
MADVX
D++
U.S. All Cap - Value
16
0.72%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-3
RERCX
A-
International Large Cap - Growth
16
1.14%
Oppenheimer Developing Markets Fund Class Y
ODVYX
C
Emerging Markets
17
1.01%
Bonds
Janus Flexible Bond Fund Class T
JAFIX
B-
Bond - Multi Sector
3
0.69%
Other
American Century One Choice 2015 Portfolio Investor Class
ARFIX
Other
0
0.2%
Royce Heritage Fund Service Class
RGFAX
Other
0
1.42%
American Century Investments One Choice 2020 Portfolio Investor Class
ARBVX
Other
0
0.2%
American Funds U.S. Government Money Market Fund Class R-3
RACXX
Other
0
0%
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