Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Fidelity 500 Index | FXAIX | C | U.S. Large Cap | 15 | 0.02% |
Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | C | U.S. Large Cap | 16 | 0.21% |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | C+ | U.S. Mid Cap | 16 | 0.09% |
The Hartford MidCap Fund Class I | HFMIX | F+ | U.S. Mid Cap | 18 | 0.96% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | B+ | U.S. Small Cap | 19 | 0.09% |
U.S. Equities - Growth | | | | | |
MFS Growth Fund Class I | MFEIX | D-- | U.S. Large Cap - Growth | 20 | 0.79% |
Legg Mason ClearBridge Small Cap Growth Fund | | A-- | U.S. Small Cap - Growth | 22 | 0.9% |
U.S. Equities - Value | | | | | |
Putnam Equity Income Fund | | B++ | U.S. Large Cap - Value | 15 | 0.77% |
American Century Mid Cap Value Fund Institutional Class | AVUAX | D++ | U.S. All Cap - Value | 16 | 0.8% |
Victory Sycamore Small Company Opportunity Fund Class I | VSOIX | D++ | U.S. Small Cap - Value | 22 | 0.98% |
Specialty | | | | | |
Vanguard REIT Index Fund Admiral Shares | VGSLX | B++ | U.S. Real Estate | 18 | 0.1% |
Global & Intl. Equity | | | | | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | D++ | International Small Cap | 14 | 0.14% |
Goldman Sachs International Small Cap Insights Fund Institutional Shares | GICIX | D++ | International Small Cap | 15 | 0.9% |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | A- | International Large Cap - Growth | 16 | 0.49% |
American Funds New World Fund Class R-6 | RNWGX | A | Emerging Markets | 16 | 0.65% |
Bonds | | | | | |
Vanguard Treasury Money Market Fund | | C | U.S. Cash / Money Market | 0 | 0% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | B- | Bond - Multi Sector | 3 | 0.4% |
Fidelity U.S. Bond Index | FXNAX | C- | Bond - Multi Sector | 3 | 0.05% |
Franklin Templeton Global Bond Fund | | F- | U.S. Treasury - Short / Intermediate | 4 | 0.51% |