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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
State Street Target Retirement 2035 Fund Class K
SSCKX
C
U.S. All Cap
11
0%
State Street Target Retirement 2040 Fund Class K
SSCQX
C
U.S. All Cap
11
0%
State Street Target Retirement 2045 Fund Class K
SSDEX
C
U.S. All Cap
12
0%
State Street Target Retirement 2060 Fund Class K
SSDYX
C
U.S. All Cap
12
0%
State Street Target Retirement 2055 Fund Class K
SSDQX
C
U.S. All Cap
12
0%
State Street Target Retirement 2050 Fund Class K
SSDLX
C
U.S. All Cap
12
0%
State Street Target Retirement Fund Class K
SSFOX
C
U.S. All Cap
5
0%
State Street Target Retirement 2020 Fund Class K
SSBOX
B
U.S. All Cap
7
0%
State Street Target Retirement 2025 Fund Class K
SSBSX
C
U.S. All Cap
8
0%
State Street Target Retirement 2030 Fund Class K
SSBYX
C
U.S. All Cap
10
0%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
RGAGX
B--
U.S. All Cap - Growth
18
0.34%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
Abbott Laboratories
ABT
D-
U.S. Mid Cap - Growth
25
0%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-6
RWMGX
D++
U.S. Mega Cap - Value
14
0.3%
Diamond Hill Small Mid Cap Fund Class I
DHMIX
C++
U.S. Mid Cap - Value
21
1.01%
AbbVie Inc
ABBV
B++
U.S. Mega Cap - Value
22
0%
Global & Intl. Equity
PIMCO Short-Term Fund Institutional Class
PTSHX
C-
Pacific ex-Japan
1
0.45%
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
PIMCO All Asset Fund Institutional Class
PAAIX
A++
International Small Cap
8
0.07%
Bonds
Northern Trust Collective Short Term Investment Fund
C
U.S. Cash / Money Market
0
0%
JPMorgan Core Bond Fund Select Class
WOBDX
B-
Bond - Multi Sector
3
0.58%
Other
GMO Global Asset Allocation Series Fund Class R6
GATRX
Other
0
0.05%
State Street Target Retirement 2015 Fund Class K
SSBHX
Other
0
0%
Vanguard 500 Index Fund Institutional Select Shares
VFFSX
Other
0
0%
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