h

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
MFS Massachusetts Investors Trust Class R6	MITJX	B	U.S. Large Cap	14	0.39%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Janus Triton Fund Class N	JGMNX	B--	U.S. Small Cap - Growth	19	0.68%
Vanguard Extended Market Index Fund Institutional Shares	VIEIX	A--	U.S. Small Cap - Growth	20	0.08%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information