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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
American Century Investments One Choice 2050 Portfolio A Class
ARFMX
C
U.S. All Cap
11
0.45%
Dreyfus S&P 500 Index Fund
PEOPX
C
U.S. Large Cap
15
0.5%
Sentinel Common Stock Fund Class A
SENCX
B-
U.S. Mega Cap
16
1.03%
T. Rowe Price Small-Cap Stock Fund Advisor Class
PASSX
A+
U.S. Small Cap
17
1.19%
U.S. Equities - Growth
Oppenheimer Global Opportunities Fund Class A
OPGIX
C-
U.S. Mid Cap - Growth
21
1.21%
American Century Disciplined Growth Fund Class A
ADCVX
F--
U.S. All Cap - Growth
21
1.27%
Prudential Jennison Mid Cap Growth Fund Class A
PEEAX
D-
U.S. Mid Cap - Growth
23
1.07%
Wells Fargo Premier Large Company Growth Fund - Class A
EKJAX
F--
U.S. All Cap - Growth
23
1.12%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-3
RWMCX
D++
U.S. Mega Cap - Value
14
0.95%
AMG Managers Fairpointe Mid Cap Fund Class N
CHTTX
B++
U.S. Mid Cap - Value
17
1.11%
JPMorgan Mid Cap Value Fund Class A
JAMCX
C++
U.S. Mid Cap - Value
19
1.23%
Dreyfus Mid Cap Index Fund Investor Shares
PESPX
D++
U.S. Mid Cap - Value
19
0.5%
Dreyfus Small Cap Stock Index Fund Investor Shares
DISSX
B++
U.S. Small Cap - Value
23
0.5%
American Beacon Small Cap Value Fund Investor Class
AVPAX
D++
U.S. Small Cap - Value
25
1.18%
Global & Intl. Equity
Dreyfus International Stock Index Fund Investor Shares
DIISX
B-
International Large Cap
14
0.6%
American Funds EuroPacific Growth Fund Class R-3
RERCX
A-
International Large Cap - Growth
16
1.14%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Bonds
Dreyfus Bond Market Index Fund Investor Shares
DBMIX
C-
Bond - Multi Sector
3
0.4%
American Century Inflation Adjusted Bond Fund Class A
AIAVX
C+
U.S. Treasury - TIPS
4
0.72%
Other
PIMCO Total Return Fund Class D
PTTDX
Other
0
0.75%
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