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Connor Consulting Inc.

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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     
Manning & Napier Pro-Blend Maximum Term Series Class IMNHIXCU.S. All Cap13fund risk0.82%
BlackRock Advantage Global Investor ACU.S. All Cap14fund risk1.37%
Vanguard Total Stock Market Index Fund Investor SharesVTSMXCU.S. All Cap16fund risk0.17%
JPMorgan U.S. Large Cap Core Plus Fund Class A SharesJLCAXDU.S. Large Cap17fund risk1.29%
VanEck Global Hard Assets Fund Class AGHAAXC+U.S. Mid Cap26fund risk1.38%
Manning & Napier Pro-Blend Conservative Term Series Class IMNCIXCU.S. All Cap5fund risk0.67%
Manning & Napier Pro-Blend Moderate Term Series Class IMNMIXCU.S. All Cap7fund risk0.81%
Manning & Napier Pro-Blend Extended Term Series Class IMNBIXCU.S. All Cap9fund risk0.81%
U.S. Equities - Growth     
Vanguard Small-Cap Growth Index Fund Institutional SharesVSGIXC--U.S. Small Cap - Growth21fund risk0.08%
Ivy Science And Technology Fund Class AWSTAXC--U.S. All Cap - Growth22fund risk1.26%
U.S. Equities - Value     
RidgeWorth Ceredex Mid-Cap Value Equity Fund A SharesSAMVXB++U.S. Large Cap - Value16fund risk1.35%
Vanguard Small-Cap Value Index Fund Institutional SharesVSIIXB++U.S. Small Cap - Value22fund risk0.08%
Specialty     
Prudential Jennison Utility Fund Class APRUAXF++U.S. Real Estate14fund risk0.85%
Vanguard REIT Index Fund Investor SharesVGSIXB++U.S. Real Estate18fund risk0.24%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXC-International Large Cap - Growth16fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Income Fund Class RPONRXA+Bond - Emerging Market2fund risk1.1%
Loomis Sayles Bond Fund Retail ClassLSBRXABond - U.S. Corporate4fund risk0.92%
Lord Abbett High Yield Fund Class ILAHYXB++Bond - U.S. High Yield4fund risk0.75%
Other     
Invesco Dynamics Fund Class AIDYAX Other0fund risk1.12%
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