New York Power Authority

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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Dividend Growth Fund	PRDGX	C	U.S. Large Cap	13	0.66%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2060 Fund	TRRLX	C	U.S. All Cap	14	0%
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	15	0.31%
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
Vanguard Small Capitalization Index Fund Investor Shares	NAESX	B+	U.S. Small Cap	19	0.24%
Royce Pennsylvania Mutual Fund Investment Class	PENNX	B+	U.S. Small Cap	20	0.92%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
T. Rowe Price Balanced Fund	RPBAX	C	U.S. All Cap	10	0.6%
U.S. Equities - Growth
T. Rowe Price New America Growth Fund	PRWAX	A--	U.S. All Cap - Growth	18	0.81%
T. Rowe Price Health Sciences Fund	PRHSX	B-	U.S. Mid Cap - Growth	18	0.79%
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
T. Rowe Price Science and Technology Fund	PRSCX	A--	U.S. All Cap - Growth	19	0.86%
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
T. Rowe Price Growth Stock Fund	PRGFX	B--	U.S. Large Cap - Growth	20	0.69%
U.S. Equities - Value
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
T. Rowe Price Mid-Cap Value Fund	TRMCX	C++	U.S. Mid Cap - Value	18	0.8%
T. Rowe Price Financial Services Fund	PRISX	B++	U.S. All Cap - Value	23	0.88%
T. Rowe Price Capital Appreciation Fund	PRWCX	B++	U.S. Mega Cap - Value	10	0.71%
Specialty
Cohen & Steers Realty Shares Fund	CSRSX	B++	U.S. Real Estate	18	0.97%
Vanguard REIT Index Fund Investor Shares	VGSIX	B++	U.S. Real Estate	18	0.24%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Investor Shares	VGTSX	D++	International Small Cap	14	0.22%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
New Alternatives Fund Class A	NALFX	A-	International Large Cap - Growth	18	1.12%
Bonds
T. Rowe Price Government Money Fund	PRRXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Total Bond Market Index Fund Investor Shares	VBMFX	C-	Bond - Multi Sector	3	0.2%
RidgeWorth Seix High Yield Fund Class Institutional	SAMHX	C++	Bond - U.S. High Yield	4	0.55%

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