| Horizon™ for Bank of
America Fund List (as of 09/20/25) |
||
| Type/Asset Class | Fund Name | Comments |
| Capital Preservation | STABLE VALUE FUND | None |
| Real Return | VANGUARD INFLATION-PROTECTED | 0 |
| Core Fixed Income | VANGUARD INSTITUTIONAL TOTAL BOND MKT INDEX | 0 |
| Core Fixed Income | FIDELITY (FIAM) CORE PLUS 2 COMMINGLED POOL | |
| Core Fixed Income | PIMCO TOTAL RETURN PORT | 0 |
| Allocation | PIMCO ALL ASSET FUND | 0 |
| Large Cap Growth | T ROWE INST LARGE-CAP GROWTH | 0 |
| Large Cap Growth | BR LG CP GR EQ | 0 |
| Large Cap Blend | VANGUARD INSTITUTIONAL 500 INDEX | 0 |
| Large Cap Value | BLACKROCK EQUITY DIVIDEND CF | 0 |
| Large Cap Value | DODGE & COX STOCK FUND | 0 |
| Mid Cap Blend | VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX | 0 |
| Small/Mid Blend | BLACKROCK RUSSELL 2000 FUND | None |
| Small Cap Growth | EARNEST SMID CP CORE | None |
| World Allocation | BLACKROCK GLOBAL ALLOC | 0 |
| World Allocation | NORTHERN GLBL SUSTAINABILITY | None |
| International Equity | VANGUARD INSTITUTIONAL TOTAL INTL STK MARKET INDEX | 0 |
| International Equity | MFS INTERNATIONAL GROWTH | 0 |
| International Equity | ACADIAN ACWI EX US | |
| Real Return | SS REAL ESTATE | Private Fund. Not included in HORIZON™ |
| Company Stock | BAC COM STK FUND | Stock Fund. Not included in HORIZON™ |