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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
JPMorgan U.S. Equity Fund Class A
JUEAX
D
U.S. Large Cap
16
0.97%
U.S. Equities - Growth
Franklin Growth Series Class A
FKGRX
B--
U.S. All Cap - Growth
17
0.91%
MFS New Discovery Fund Class R3
MNDHX
A--
U.S. Small Cap - Growth
19
1.31%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
D++
U.S. All Cap - Value
16
0.99%
Victory Sycamore Established Value Fund Class A
VETAX
C++
U.S. Mid Cap - Value
19
1.04%
Victory Sycamore Small Company Opportunity Fund Class A
SSGSX
D++
U.S. Small Cap - Value
22
1.34%
Global & Intl. Equity
MFS Research International Fund Class R3
MRSHX
A-
International Large Cap - Growth
13
1.18%
Oppenheimer International Growth Fund Class A
OIGAX
B-
International Large Cap - Growth
16
1.2%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Pioneer Strategic Income Fund Class A
PSRAX
A+
Bond - Emerging Market
3
1.02%
JPMorgan Core Bond Fund Class A
PGBOX
B-
Bond - Multi Sector
3
0.75%
Templeton Global Bond Fund Class A
TPINX
D-
U.S. Treasury - Short / Intermediate
3
0.86%
PIMCO Real Return Fund Class A
PRTNX
C+
U.S. Treasury - TIPS
4
0.85%
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