|
Fund Name |
Morningstar Category |
Morningstar
Rating |
|
Objective: Moderately Conservative |
|
T. Rowe Price Retirement
2005 |
US OE Target-Date 2000-2014 |
3 |
|
T. Rowe Price Retirement 2010 |
US OE Target-Date 2000-2014 |
5 |
|
T. Rowe Price Retirement 2020 |
US OE Target-Date 2015-2029 |
5 |
|
American Funds Bond Fund of Amer R5 |
US OE Intermediate-Term Bond |
2 |
 |
 |
 |
|
Objective: Moderately Aggressive |
|
American Funds American Hi Inc Tr R5 |
US OE High Yield Bond |
3 |
|
American Funds American Balanced R5 |
US OE Moderate Allocation |
4 |
|
T. Rowe Price Retirement 2030 |
US OE Target-Date 2030+ |
4 |
|
T. Rowe Price Retirement 2040 |
US OE Target-Date 2030+ |
4 |
|
American Funds Capital World G/I R5 |
US OE World Stock |
5 |
 |
 |
 |
|
Objective: Aggressive |
|
Baron Small Cap |
US OE Small Growth |
5 |
|
Columbia Small Cap Value I Z |
US OE Small Value |
4 |
|
Dodge & Cox International Stock |
US OE Foreign Large Value |
3 |
|
Vanguard Small Cap Index |
US OE Small Blend |
3 |
|
Columbia Mid Cap Value Z |
US OE Mid-Cap Value |
4 |
|
American Funds Grth Fund of Amer R5 |
US OE Large Growth |
5 |
|
American Century Vista Adv |
US OE Mid-Cap Growth |
4 |
|
Vanguard 500 Index |
US OE Large Blend |
3 |
|
Vanguard Mid Capitalization Index |
US OE Mid-Cap Blend |
4 |
|
Vanguard Windsor II |
US OE Large Value |
3 |