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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
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
T. Rowe Price Mid-Cap Growth Fund
RPMGX
F+
U.S. Mid Cap
16
0.78%
U.S. Equities - Value
T. Rowe Price Institutional Large Cap Value Fund
TILCX
C++
U.S. All Cap - Value
17
0.58%
American Beacon Small Cap Value Fund Class Institutional
AVFIX
D++
U.S. Small Cap - Value
25
0.82%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class I
ODVIX
C
Emerging Markets
17
0.87%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
BlackRock High Yield Bond Portfolio Class K
BRHYX
B++
Bond - U.S. High Yield
4
0.54%
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