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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
American Century Investments One Choice 2050 Portfolio A ClassARFMXCU.S. All Cap11fund risk0.45%
Dreyfus S&P 500 Index FundPEOPXCU.S. Large Cap15fund risk0.5%
Sentinel Common Stock Fund Class ASENCXB-U.S. Mega Cap16fund risk1.03%
T. Rowe Price Small-Cap Stock Fund Advisor ClassPASSXA+U.S. Small Cap17fund risk1.19%
U.S. Equities - Growth     
Oppenheimer Global Opportunities Fund Class AOPGIXC-U.S. Mid Cap - Growth21fund risk1.21%
American Century Disciplined Growth Fund Class AADCVXF--U.S. All Cap - Growth21fund risk1.27%
Prudential Jennison Mid Cap Growth Fund Class APEEAXD-U.S. Mid Cap - Growth23fund risk1.07%
Wells Fargo Premier Large Company Growth Fund - Class AEKJAXF--U.S. All Cap - Growth23fund risk1.12%
U.S. Equities - Value     
American Funds Washington Mutual Investors Fund Class R-3RWMCXD++U.S. Mega Cap - Value14fund risk0.95%
AMG Managers Fairpointe Mid Cap Fund Class NCHTTXB++U.S. Mid Cap - Value17fund risk1.11%
JPMorgan Mid Cap Value Fund Class AJAMCXC++U.S. Mid Cap - Value19fund risk1.23%
Dreyfus Mid Cap Index Fund Investor SharesPESPXD++U.S. Mid Cap - Value19fund risk0.5%
Dreyfus Small Cap Stock Index Fund Investor SharesDISSXB++U.S. Small Cap - Value23fund risk0.5%
American Beacon Small Cap Value Fund Investor ClassAVPAXD++U.S. Small Cap - Value25fund risk1.18%
Global & Intl. Equity     
Dreyfus International Stock Index Fund Investor SharesDIISXB-International Large Cap14fund risk0.6%
American Funds EuroPacific Growth Fund Class R-3RERCXA-International Large Cap - Growth16fund risk1.14%
Oppenheimer Developing Markets Fund Class AODMAXCEmerging Markets17fund risk1.35%
Bonds     
Dreyfus Bond Market Index Fund Investor SharesDBMIXC-Bond - Multi Sector3fund risk0.4%
American Century Inflation Adjusted Bond Fund Class AAIAVXC+U.S. Treasury - TIPS4fund risk0.72%
Other     
PIMCO Total Return Fund Class DPTTDX Other0fund risk0.75%
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