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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
Procter & Gamble Co
PG
F-
U.S. Mega Cap
15
0%
McDonald's Corporation
MCD
C
U.S. Large Cap
16
0%
Home Depot Inc
HD
B
U.S. Large Cap
20
0%
Wal-Mart Stores, Inc.
WMT
F-
U.S. Mega Cap
21
0%
Visa Inc
V
F
U.S. Large Cap
23
0%
Nike Inc
NKE
A+
U.S. Mid Cap
29
0%
Intel Corporation
INTC
F
U.S. Large Cap
37
0%
U.S. Equities - Growth
Microsoft Corporation
MSFT
C--
U.S. Mega Cap - Growth
27
0%
Apple Inc.
AAPL
F--
U.S. Mega Cap - Growth
34
0%
U.S. Equities - Value
Verizon Communications Inc.
VZ
F++
U.S. Mega Cap - Value
14
0%
Johnson & Johnson
JNJ
D++
U.S. Mega Cap - Value
16
0%
Merck & Co., Inc.
MRK
F++
U.S. Mega Cap - Value
19
0%
The Coca-Cola Co
KO
F++
U.S. Mega Cap - Value
19
0%
3M Co
MMM
B++
U.S. All Cap - Value
21
0%
Pfizer Inc.
PFE
C++
U.S. Mega Cap - Value
23
0%
UnitedHealth Group Inc
UNH
A++
U.S. Mega Cap - Value
23
0%
International Business Machines Corp.
IBM
D++
U.S. Mega Cap - Value
25
0%
Travelers Companies Inc
TRV
F++
U.S. Large Cap - Value
26
0%
Goldman Sachs Group Inc
GS
A++
U.S. All Cap - Value
28
0%
JPMorgan Chase & Co.
JPM
B++
U.S. All Cap - Value
28
0%
Caterpillar Inc.
CAT
C++
U.S. Mid Cap - Value
29
0%
United Technologies Corporation
UTX
F++
U.S. All Cap - Value
31
0%
Walt Disney Co
DIS
F++
U.S. Mega Cap - Value
32
0%
Chevron Corporation
CVX
F++
U.S. All Cap - Value
34
0%
Walgreens Boots Alliance
WBA
C++
U.S. All Cap - Value
34
0%
American Express Company
AXP
B++
U.S. All Cap - Value
35
0%
Exxon Mobil Corporation
XOM
A++
U.S. All Cap - Value
37
0%
Boeing Co
BA
F++
U.S. All Cap - Value
44
0%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
Other
The Dow Chemical Company
DOW
Other
0
0%
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