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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     
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Parnassus Core Equity Fund - Institutional SharesPRILXCU.S. Large Cap15fund risk0.69%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Great-West T. Rowe Price Mid Cap Growth Fund Class LMXTMXF+U.S. Mid Cap16fund risk1.3%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-5RGAFXB--U.S. All Cap - Growth18fund risk0.39%
Janus Triton Fund Class TJATTXB--U.S. Small Cap - Growth19fund risk0.92%
Wells Fargo Discovery Fund - Class InstWFDSXF-U.S. Mid Cap - Growth26fund risk0.84%
U.S. Equities - Value     
JPMorgan Value Advantage Fund Institutional Class SharesJVAIXB++U.S. All Cap - Value18fund risk0.74%
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXD++U.S. Mid Cap - Value20fund risk0.89%
Columbia Small Cap Value Fund II Class ZNSVAXA++U.S. Small Cap - Value25fund risk1.04%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-5RERFXA-International Large Cap - Growth16fund risk0.54%
Oppenheimer Developing Markets Fund Class YODVYXCEmerging Markets17fund risk1.01%
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