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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
Janus Balanced Fund Class S
JABRX
C-
U.S. Mega Cap
10
1.08%
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
11
0.19%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
12
0.19%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
Manning & Napier Pro-Blend Maximum Term Series Class I
MNHIX
C
U.S. All Cap
13
0.82%
Calvert Equity Portfolio Class A
CSIEX
D
U.S. Large Cap
15
1.2%
SSgA S&P 500 Index Fund N Class
SVSPX
C
U.S. Large Cap
15
0.17%
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
C
U.S. All Cap
16
0.05%
Voya Russell Small Cap Index Portfolio Class I
IIRSX
C+
U.S. Small Cap
23
0.45%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
5
0.17%
Manning & Napier Pro-Blend Conservative Term Series Class I
MNCIX
C
U.S. All Cap
5
0.67%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
D
U.S. Large Cap
7
0.17%
Manning & Napier Pro-Blend Moderate Term Series Class I
MNMIX
C
U.S. All Cap
7
0.81%
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
D
U.S. All Cap
8
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
9
0.18%
Manning & Napier Pro-Blend Extended Term Series Class I
MNBIX
C
U.S. All Cap
9
0.81%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3
RNPCX
A--
U.S. All Cap - Growth
17
1.11%
Fidelity Advisor New Insights Fund Class I
FINSX
B--
U.S. Large Cap - Growth
19
0.68%
Janus Triton Fund Class T
JATTX
B--
U.S. Small Cap - Growth
19
0.92%
U.S. Equities - Value
Invesco Diversified Dividend Fund R5 Class
DDFIX
D++
U.S. All Cap - Value
15
0.57%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares
SMVTX
B++
U.S. Large Cap - Value
16
1.09%
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
C++
U.S. Mid Cap - Value
17
0.74%
Global & Intl. Equity
Thornburg International Value Fund Class R5
TIVRX
A+
Europe
14
0.96%
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
16
0.54%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
Transamerica Government Money Market Fund Class A
IATXX
Other
0
0%
Transamerica PIMCO Total Return A
IPIAX
Other
0
0%
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