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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
T. Rowe Price Retirement 2045 Fund Class R
RRTRX
C
U.S. All Cap
14
0.5%
T. Rowe Price Retirement 2050 Fund Class R
RRTFX
C
U.S. All Cap
14
0.5%
T. Rowe Price Retirement 2055 Fund Class R
RRTVX
C
U.S. All Cap
14
0.5%
Oppenheimer Main Street Mid Cap Fund Class R
OPMNX
C+
U.S. Mid Cap
15
1.39%
U.S. Equities - Growth
AB Global Thematic Growth Fund Class A
ALTFX
A-
U.S. Mid Cap - Growth
16
1.5%
AB Growth Fund Class A
AGRFX
C--
U.S. All Cap - Growth
18
1.44%
Oppenheimer Capital Appreciation Fund Class R
OTCNX
C--
U.S. All Cap - Growth
21
1.37%
AB Discovery Growth Fund Class A
CHCLX
F-
U.S. Mid Cap - Growth
24
1.12%
AB Small Cap Growth Portfolio Class A
QUASX
C--
U.S. Small Cap - Growth
24
1.34%
U.S. Equities - Value
AB Equity Income Fund Class A
AUIAX
B++
U.S. Mega Cap - Value
14
1.07%
AB Growth and Income Fund Class A
CABDX
A++
U.S. All Cap - Value
15
1.08%
Specialty
AB Global Real Estate Investment Fund Class A
AREAX
B++
U.S. Real Estate
15
1.4%
American Century Global Gold Fund A Class
ACGGX
D--
Gold
34
0.92%
Global & Intl. Equity
MFS Research International Fund Class R2
MRSRX
B-
International Large Cap
13
1.43%
AB International Growth Fund Class A
AWPAX
B-
International Large Cap - Growth
15
1.37%
American Funds EuroPacific Growth Fund Class R-2
RERBX
A-
International Large Cap - Growth
16
1.57%
American Funds New World Fund Class R-2
RNWBX
A
Emerging Markets
16
1.78%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
AB Intermediate Bond Portfolio Class A
ABQUX
B-
Bond - Multi Sector
3
0.89%
MainStay High Yield Corporate Bond Fund Class A
MHCAX
B++
Bond - U.S. High Yield
3
1.01%
Other
Oppenheimer Commodity Strategy Total Return Fund Class R
QRANX
Other
0
1.7%
AB Government Exchange Reserves Class A
AEAXX
Other
0
0%
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