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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
American Funds Capital World Growth and Income Fund Class R-4
RWIEX
C
U.S. Large Cap
14
0.8%
Voya Russell Large Cap Index Portfolio Class I
IIRLX
C-
U.S. Mega Cap
16
0.37%
Voya Russell Mid Cap Index Portfolio Class I
IIRMX
C+
U.S. Mid Cap
16
0.43%
VY JPMorgan Small Cap Core Equity Portfolio Class I
IJSIX
C+
U.S. Small Cap
21
0.86%
Voya Russell Small Cap Index Portfolio Class I
IIRSX
C+
U.S. Small Cap
23
0.45%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-4
RNPEX
A--
U.S. All Cap - Growth
17
0.8%
Janus Forty Fund Class S
JARTX
B--
U.S. All Cap - Growth
20
0.91%
Voya Large Cap Growth Portfolio Class I
IEOHX
D--
U.S. All Cap - Growth
20
0.6%
Voya MidCap Opportunities Portfolio Class I
IIMOX
C-
U.S. Mid Cap - Growth
21
0.8%
Voya SmallCap Opportunities Portfolio Class I
IVSOX
C--
U.S. Small Cap - Growth
21
0.88%
Wanger USA
WUSAX
B--
U.S. Small Cap - Growth
21
0.96%
Eagle Small Cap Growth Fund Class A
HRSCX
D--
U.S. Small Cap - Growth
23
1.1%
Franklin DynaTech Fund Class R
FDNRX
F-
U.S. Mid Cap - Growth
26
1.19%
U.S. Equities - Value
Pioneer Equity Income Fund Class A
PEQIX
F++
U.S. All Cap - Value
15
1.1%
Lord Abbett Fundamental Equity Fund Class R3
LAVRX
D++
U.S. Large Cap - Value
16
1.21%
RidgeWorth Ceredex Large Cap Value Equity Fund I Shares
STVTX
C++
U.S. Large Cap - Value
16
0.91%
CRM Mid Cap Value Fund Class Investor
CRMMX
B++
U.S. Mid Cap - Value
18
1.03%
Victory Sycamore Established Value Fund Class R
GETGX
C++
U.S. Mid Cap - Value
19
1.22%
Royce Premier Fund Service Class
RPFFX
F++
U.S. Mid Cap - Value
19
1.38%
Columbia Mid Cap Value Fund Class A
CMUAX
C++
U.S. Mid Cap - Value
20
1.17%
Invesco Small Cap Value Fund Class A
VSCAX
A++
U.S. Mid Cap - Value
28
1.11%
American Funds The Income Fund of America Class R-4
RIDEX
B++
U.S. Mega Cap - Value
9
0.64%
Specialty
VY Clarion Real Estate Portfolio Class I
IVRIX
A++
U.S. Real Estate
19
0.61%
Global & Intl. Equity
Thornburg International Value Fund Class R3
TGVRX
A+
Europe
14
1.45%
Voya International Index Portfolio Class I
IIIIX
B-
International Large Cap
14
0.5%
Lazard Emerging Markets Equity Portfolio Open Shares
LZOEX
A
Emerging Markets
15
1.37%
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Oppenheimer International Bond Fund Class A
OIBAX
F++
International Small Cap
7
1.01%
Bonds
Voya Government Money Market Fund Class I
ATNXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Class A
PTTAX
B-
Bond - Multi Sector
3
0.85%
Voya U.S. Bond Index Portfolio Class I
ILBAX
C-
Bond - Multi Sector
3
0.4%
Other
VY Pioneer High Yield Portfolio Class S
IPHSX
Other
0
0.96%
VY FMR Diversified Mid Cap Portfolio Class I
IFDIX
Other
0
0.58%
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