Horizon™ for Athletico
Fund List (as of 09/13/19) |
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Type/Asset Class | Plan Fund Name | Comments/Penalties |
Stable Value | INVESCO STABLE VALUE RET CL 4 | None |
High Yield Bond | JANUS HIGH YIELD FD CL I | None |
Inflation-Protected Bond | GOLDMAN SACHS INFL PRTD SEC A | None |
Short-Term Bond | PRUDENTIAL SHORT-TERM CORP | None |
Intermediate Core-Plus Bond | PIMCO TOTAL RETURN FUND CL A | None |
Intermediate Core Bond | JPMORGAN GOVERNMENT BOND | None |
Large Blend | BLACKROCK S&P 500 STOCK FUND | None |
Foreign Large Blend | OAKMARK INTL FUND CLASS I | None |
Large Value | BLACKROCK EQ DIVIDEND A | Excluded from Model Portfolio |
Foreign Large Growth | OPPENHEIMER INTL CL Y | None |
Large Growth | WELLS FARGO ADV GROWTH CL A | Excluded from Model Portfolio |
Allocation--50% to 70% Equi | INVESCO EQUITY AND INC FD CL A | None |
Large Blend | FRANKLIN MANAGED TRUST RISING | None |
Mid-Cap Value | WELLS FARGO ADV SPL MID CP A | None |
Mid-Cap Growth | PRINCIPAL MIDCAP FUND A | None |
Mid-Cap Growth | PRUDENTIAL JENNISON MID-CAP A | Excluded from Model Portfolio |
Small Blend | JP MORGAN SMALL CAP | None |
Small Value | DELAWARE SMALL CAP VALUE | None |
Technology | COLUMBIA SELIGMAN COMM IF CL Z | None |
Real Estate | DWS RREEF REAL ESTATE SEC A | None |
Natural Resources | PRUDENTIAL JENNISON NATURAL RE | None |
Commodities Broad Basket | PIMCO COMMODITIESPLUS CL A | None |
Diversified Emerging Mkts | VIRTUS EMERGING MRKTS OPPOR I | None |
World Small/Mid Stock | OPPENHEIMER GLOBAL | None |
World Allocation | BLACKROCK GLOBAL ALLOC A | None |
Horizon™ for Athletico
Fund List (as of 09/13/19) |
||
Type/Asset Class | Plan Fund Name | Comments/Penalties |
Stable Value | INVESCO STABLE VALUE RET CL 4 | None |
High Yield Bond | JANUS HIGH YIELD FD CL I | None |
Inflation-Protected Bond | GOLDMAN SACHS INFL PRTD SEC A | None |
Short-Term Bond | PRUDENTIAL SHORT-TERM CORP | None |
Intermediate Core-Plus Bond | PIMCO TOTAL RETURN FUND CL A | None |
Intermediate Core Bond | JPMORGAN GOVERNMENT BOND | None |
Large Blend | BLACKROCK S&P 500 STOCK FUND | None |
Foreign Large Blend | OAKMARK INTL FUND CLASS I | None |
Large Value | BLACKROCK EQ DIVIDEND A | Excluded from Model Portfolio |
Foreign Large Growth | OPPENHEIMER INTL CL Y | None |
Large Growth | WELLS FARGO ADV GROWTH CL A | Excluded from Model Portfolio |
Allocation--50% to 70% Equi | INVESCO EQUITY AND INC FD CL A | None |
Large Blend | FRANKLIN MANAGED TRUST RISING | None |
Mid-Cap Value | WELLS FARGO ADV SPL MID CP A | None |
Mid-Cap Growth | PRINCIPAL MIDCAP FUND A | None |
Mid-Cap Growth | PRUDENTIAL JENNISON MID-CAP A | Excluded from Model Portfolio |
Small Blend | JP MORGAN SMALL CAP | None |
Small Value | DELAWARE SMALL CAP VALUE | None |
Technology | COLUMBIA SELIGMAN COMM IF CL Z | None |
Real Estate | DWS RREEF REAL ESTATE SEC A | None |
Natural Resources | PRUDENTIAL JENNISON NATURAL RE | None |