Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
BlackRock LifePath Index 2035 Fund Institutional Shares | LIJIX | C | U.S. All Cap | 11 | 0.18% |
BlackRock LifePath Index 2040 Fund Institutional Shares | LIKIX | C | U.S. All Cap | 12 | 0.2% |
BlackRock LifePath Index 2045 Fund Institutional Shares | LIHIX | C | U.S. All Cap | 13 | 0.2% |
BlackRock LifePath Index 2050 Fund Institutional Shares | LIPIX | C | U.S. All Cap | 14 | 0.2% |
BlackRock LifePath Index 2060 Fund Institutional | LIZIX | C | U.S. All Cap | 14 | 0% |
BlackRock LifePath Index 2055 Fund Institutional Shares | LIVIX | C | U.S. All Cap | 14 | 0.2% |
Blackrock S&P 500 Index Fund | | C | U.S. Large Cap | 15 | 0.16% |
Blackrock Russell 3000 Fund | | C | U.S. All Cap | 15 | 0.2% |
Blackrock Russell 2000 Fund | | C+ | U.S. Small Cap | 23 | 0.25% |
BlackRock LifePath Index Retirement Fund Institutional Shares | LIRIX | C | U.S. All Cap | 6 | 0.18% |
BlackRock LifePath Index 2025 Fund Institutional Shares | LIBIX | C | U.S. All Cap | 8 | 0.17% |
BlackRock LifePath Index 2030 Fund Institutional Shares | LINIX | C | U.S. All Cap | 9 | 0.19% |
U.S. Equities - Value | | | | | |
Blackrock S&P 400 Index Fund | | D++ | U.S. Mid Cap - Value | 19 | 0.14% |
Citigroup Inc | C | F++ | U.S. Small Cap - Value | 34 | 0% |
Specialty | | | | | |
Blackrock Roll Select Fund | | A++ | Commodities | 13 | 0% |
Global & Intl. Equity | | | | | |
Blackrock EAFE Equity Fund | | B- | International Large Cap | 15 | 0.34% |
Blackrock Msci Acwi Esg Focus | | B- | International Large Cap | 15 | 0% |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | A | Emerging Markets | 16 | 0.57% |
Dodge & Cox International Stock Fund | | A | International Large Cap - Value | 18 | 0.64% |
Blackrock Emerging Markets Fund | | D | Emerging Markets | 19 | 0.67% |
Bonds | | | | | |
BlackRock Cash Funds: Treasury | | C | U.S. Cash / Money Market | 0 | 0% |
Blackrock US Debt Fund | | C- | Bond - Multi Sector | 3 | 0.07% |
Prudential High Yield Fund | | B++ | Bond - U.S. High Yield | 4 | 0.47% |
Blackrock High Yield Bond, Port-K | | B++ | Bond - U.S. High Yield | 4 | 0.54% |
Blackrock US TIPS Fund | | C+ | U.S. Treasury - TIPS | 4 | 0.2% |
Emerging Market Bond Fund | | C+ | Bond - Emerging Market | 5 | 0.83% |