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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
State Street Target Retirement 2060 Fund Class K
SSDYX
C
U.S. All Cap
12
0%
State Street Target Retirement 2055 Fund Class K
SSDQX
C
U.S. All Cap
12
0%
State Street Target Retirement 2050 Fund Class K
SSDLX
C
U.S. All Cap
12
0%
State Street Equity 500 Index K
sssyx
D
U.S. Large Cap
15
0%
TIAA-CREF Equity Index Fund Institutional Class
TIEIX
C
U.S. All Cap
15
0.06%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Fidelity Small Cap Index
FSSNX
C+
U.S. Small Cap
23
0.05%
State Street Target Retirement Fund Class K
SSFOX
C
U.S. All Cap
5
0%
State Street Target Retirement 2020 Fund Class K
SSBOX
B
U.S. All Cap
7
0%
Vanguard Balanced Index Fund Admiral Shares
VBIAX
C
U.S. All Cap
9
0.09%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares
VSGAX
C--
U.S. Small Cap - Growth
21
0%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares
VVIAX
C++
U.S. Mega Cap - Value
15
0.09%
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
B++
U.S. Small Cap - Value
22
0.09%
Global & Intl. Equity
State Street Global ex-US Index K
ssglx
C++
International Small Cap
13
0%
BlackRock International Index Fund Class K Shares
BTMKX
B-
International Large Cap
14
0.3%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
State Street Aggregate Bond Index K
ssfex
B--
U.S. Treasury - Intermediate / Long
3
0%
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