Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Verizon 2035 Fund | | B | U.S. All Cap | 12 | 0% |
Verizon 2065 Fund | | C | U.S. All Cap | 13 | 0% |
Verizon 2055 Fund | | B | U.S. All Cap | 13 | 0% |
Verizon 2045 Fund | | B | U.S. All Cap | 13 | 0% |
Verizon 2040 Fund | | B | U.S. All Cap | 13 | 0% |
Verizon 2060 Fund | | B | U.S. All Cap | 13 | 0% |
Verizon 2050 Fund | | B | U.S. All Cap | 13 | 0% |
US Large Company Index | | C | U.S. Large Cap | 15 | 0.15% |
US Small Company | | C+ | U.S. Small Cap | 23 | 0.2% |
Verizon 2020 Fund | | B | U.S. All Cap | 8 | 0% |
Verizon 2025 Fund | | B | U.S. All Cap | 9 | 0% |
Verizon 2030 Fund | | B | U.S. All Cap | 10 | 0% |
U.S. Equities - Value | | | | | |
Verizon Communications Inc. | VZ | F++ | U.S. Mega Cap - Value | 14 | 0% |
U.S. Large Company | | B++ | U.S. All Cap - Value | 17 | 0.88% |
Specialty | | | | | |
Pyramis REIT Commingled Pool | | B++ | U.S. Real Estate | 18 | 0.08% |
Global & Intl. Equity | | | | | |
Private Global Real Estate | | B- | Pacific ex-Japan | 14 | 0% |
International Company | | B- | International Large Cap - Growth | 15 | 0.98% |
International Company Index | | B- | International Large Cap | 15 | 0.34% |
Emerging Markets | | D | Emerging Markets | 19 | 0.67% |
Fidelity Freedom Income K6 | fytkx | B | Emerging Markets | 4 | 0% |
Bonds | | | | | |
Institutional Government Money Market | | C | U.S. Cash / Money Market | 0 | 0% |
Money Market Portfolio | | C | U.S. Cash / Money Market | 0 | 0% |
Intermediate U.S. Bond | | C- | U.S. Treasury - Short / Intermediate | 2 | 0.2% |
U.S. Core Bond Fund | | B- | Bond - Multi Sector | 3 | 1.93% |
U.S. Bond Index Fund | | C- | Bond - Multi Sector | 3 | 0.08% |
Inflation Protected | | C+ | U.S. Treasury - TIPS | 4 | 0.2% |