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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 A
CWGIX
C
U.S. Large Cap
13
0.8%
American Funds Investment Company of America Class A
AIVSX
C
U.S. Large Cap
14
0.61%
American Funds Fundamental Investors Class A
ANCFX
C
U.S. Large Cap
15
0.63%
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
C
U.S. All Cap
16
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
American Funds American Balanced Fund Class R-5
RLBFX
B
U.S. Large Cap
9
0.34%
U.S. Equities - Growth
American Funds New Perspective Fund Class A
ANWPX
A--
U.S. All Cap - Growth
17
0.79%
American Funds The Growth Fund of America Class A
AGTHX
B--
U.S. All Cap - Growth
18
0.7%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class A
AWSHX
D++
U.S. Mega Cap - Value
14
0.6%
Vanguard Energy Fund Investor Shares
VGENX
F++
U.S. All Cap - Value
22
0.38%
American Funds Capital Income Builder Class A
CAIBX
C++
U.S. Mega Cap - Value
9
0.61%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A
AEPGX
C-
International Large Cap - Growth
16
0.84%
Oppenheimer Developing Markets Fund Class Y
ODVYX
C
Emerging Markets
17
1.01%
Vanguard Precious Metals And Mining Fund Investor Shares
VGPMX
D++
International Small Cap
17
0.25%
Oppenheimer International Bond Fund Class Y
OIBYX
F++
International Small Cap
7
0.74%
Bonds
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
C-
Bond - Multi Sector
3
0.2%
American Funds American High-Income Trust Class R-5
RITFX
A++
Bond - U.S. High Yield
4
0.4%
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