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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
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
C
U.S. All Cap
10
0.78%
U.S. Equities - Growth
Janus Triton Fund Class A
JGMAX
B--
U.S. Small Cap - Growth
19
1.11%
The Hartford Growth Opportunities Fund Class A
HGOAX
F--
U.S. All Cap - Growth
22
1.19%
Prudential Jennison Growth Fund Class A
PJFAX
F--
U.S. All Cap - Growth
25
1.06%
U.S. Equities - Value
Delaware Value Fund Class A
DDVAX
F++
U.S. Mega Cap - Value
15
1.01%
Columbia Mid Cap Value Fund Class A
CMUAX
C++
U.S. Mid Cap - Value
20
1.17%
Franklin Small Cap Value Fund Class A
FRVLX
F++
U.S. Small Cap - Value
24
1.19%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A
AEPGX
C-
International Large Cap - Growth
16
0.84%
American Beacon International Equity Fund Class A
AIEAX
B
International Large Cap - Value
18
1.21%
Bonds
Federated Government Obligations Fund Trust Shares
GORXX
C
U.S. Cash / Money Market
0
0%
Metropolitan West Low Duration Bond Fund Class M
MWLDX
C
Bond - U.S. Mortgages
1
0.57%
Metropolitan West Total Return Bond Fund Class M
MWTRX
B-
Bond - Multi Sector
3
0.62%
Templeton Global Bond Fund Class A
TPINX
D-
U.S. Treasury - Short / Intermediate
3
0.86%
Eaton Vance Income Fund of Boston Class A
EVIBX
B++
Bond - U.S. High Yield
4
1%
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