MoneyBags

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
Ivy Asset Strategy Fund Class C	WASCX	C	U.S. All Cap	11	1.68%
Fidelity Advisor Small Cap Fund Class C	FSCEX	B+	U.S. Small Cap	20	1.75%
Prudential Jennison Natural Resources Fund Class C	PNRCX	A+	U.S. Small Cap	27	1.87%
U.S. Equities - Growth
Wells Fargo Growth Fund - Class C	WGFCX	F-	U.S. Mid Cap - Growth	24	1.94%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor C Shares	MCDVX	D++	U.S. All Cap - Value	16	1.68%
Specialty
Invesco Real Estate Fund Class C	IARCX	C++	U.S. Real Estate	17	2%
Global & Intl. Equity
BlackRock International Opportunities Portfolio Investor C Shares	BRECX	C+	Europe	13	2.3%
Oppenheimer Developing Markets Fund Class C	ODVCX	C	Emerging Markets	17	2.05%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Prudential Short-Term Corporate Bond Fund Class C	PIFCX	B-	Bond - Multi Sector	1	1.51%
Templeton Global Bond Fund Class C	TEGBX	D-	U.S. Treasury - Short / Intermediate	3	1.26%
Other
Invesco Mid Cap Core Equity Fund Class C	GTACX		Other	0	1.91%
Morgan Stanley International C	INLCX		Other	0	2.3%

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