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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
American Century Investments One Choice 2045 Portfolio A ClassAROAXCU.S. All Cap11fund risk0.45%
American Century Investments One Choice 2050 Portfolio A ClassARFMXCU.S. All Cap11fund risk0.45%
ClearBridge Appreciation Fund Class ASHAPXC-U.S. Mega Cap15fund risk1.02%
Nationwide S&P 500 Index Fund Class AGRMAXCU.S. Large Cap15fund risk0.57%
American Century Investments One Choice In Retirement Portfolio A ClassARTAXCU.S. All Cap6fund risk0.45%
American Century Investments One Choice 2025 Portfolio A ClassARWAXCU.S. All Cap7fund risk0.45%
American Century Investments One Choice 2030 Portfolio A ClassARCMXCU.S. All Cap8fund risk0.46%
JPMorgan Investor Balanced Fund Class AOGIAXCU.S. All Cap8fund risk0.41%
American Century Investments One Choice 2035 Portfolio A ClassARYAXCU.S. All Cap9fund risk0.45%
American Century Investments One Choice 2040 Portfolio A ClassARDMXCU.S. All Cap10fund risk0.45%
U.S. Equities - Growth     
Oppenheimer Global Fund Class AOPPAXA--U.S. All Cap - Growth18fund risk1.19%
Prudential Jennison 20/20 Focus Fund Class APTWAXC--U.S. All Cap - Growth20fund risk1.18%
Wells Fargo Omega Growth Fund - Class AEKOAXD--U.S. All Cap - Growth20fund risk1.3%
ClearBridge Small Cap Growth Fund Class ASASMXA--U.S. Small Cap - Growth22fund risk1.24%
Prudential Jennison Mid Cap Growth Fund Class APEEAXD-U.S. Mid Cap - Growth23fund risk1.07%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Investor A SharesMDDVXD++U.S. All Cap - Value16fund risk0.99%
Invesco American Value Fund Class AMSAVXD++U.S. Mid Cap - Value19fund risk1.19%
Victory Sycamore Small Company Opportunity Fund Class ASSGSXD++U.S. Small Cap - Value22fund risk1.34%
Global & Intl. Equity     
Oppenheimer Developing Markets Fund Class AODMAXCEmerging Markets17fund risk1.35%
JPMorgan International Value Fund Class AJFEAXAInternational Large Cap - Value17fund risk1.33%
Aberdeen International Equity Fund Class AGIGAXDEmerging Markets17fund risk1.33%
Bonds     
Oppenheimer Senior Floating Rate Fund Class AOOSAXA++Bond - U.S. High Yield2fund risk1%
SunAmerica U.S. Government Securities Fund Class ASGTAXC--U.S. Treasury - Intermediate / Long3fund risk0.99%
Federated Total Return Bond Fund Class A SharesTLRAXCBond - U.S. Corporate3fund risk0.9%
Eaton Vance Income Fund of Boston Class AEVIBXB++Bond - U.S. High Yield4fund risk1%
Other     
American Century Investments One Choice 2020 Portfolio A ClassARBMX Other0fund risk0.45%
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