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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
LifeCycle 2035
C
U.S. All Cap
11
0.45%
LifeCycle 2040
C
U.S. All Cap
12
0.45%
LifeCycle 2045
C
U.S. All Cap
13
0.46%
LifeCycle 2060
C
U.S. All Cap
14
0%
LifeCycle 2050
C
U.S. All Cap
14
0.46%
LifeCycle 2055
C
U.S. All Cap
14
0.47%
U.S. Large Cap Stock
C
U.S. Large Cap
15
0.09%
U.S. Small Cap Stock
B+
U.S. Small Cap
20
0%
LifeCycle Retirement
C
U.S. All Cap
6
0.38%
LifeCycle 2025
C
U.S. All Cap
8
0.43%
LifeCycle 2030
C
U.S. All Cap
10
0.44%
Global & Intl. Equity
Non-U.S. Developed Markets Stock
B-
International Large Cap
15
0.34%
Non-U.S. Emerging Markets Stock
D
Emerging Markets
19
0.67%
Bonds
Stable Value
C
U.S. Cash / Money Market
0
0%
High Yield Bond
C++
Bond - U.S. High Yield
3
0.13%
Core Bond
C-
Bond - Multi Sector
3
0.07%
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