Horizon™ for Bank of
America Fund List (as of 09/01/23) |
||
Type/Asset Class | Fund Name | Comments |
Capital Preservation | STABLE VALUE FUND | None |
Real Return | VANGUARD INFLATION-PROTECTED | None |
Core Fixed Income | VANGUARD INSTITUTIONAL TOTAL BOND MKT INDEX | None |
Core Fixed Income | WESTERN ASSET CORE BOND | None |
Allocation | PIMCO ALL ASSET FUND | None |
Large Cap Growth | T ROWE INST LARGE-CAP GROWTH | None |
Large Cap Growth | BLACKROCK US FDMTL LRG | None |
Large Cap Blend | VANGUARD INSTITUTIONAL 500 INDEX | None |
Large Cap Value | BLACKROCK EQUITY DIVIDEND CF | None |
Large Cap Value | DODGE & COX STOCK FUND | None |
Mid Cap Blend | VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX | None |
Small/Mid Blend | BLACKROCK RUSSELL 2000 FUND | None |
Small Cap Growth | FIAM SM MID CORE | None |
World Allocation | BLACKROCK GLOBAL ALLOC | None |
World Allocation | NORTHERN GLBL SUSTAINABILITY | None |
International Equity | VANGUARD INSTITUTIONAL TOTAL INTL STK MARKET INDEX | None |
International Equity | MFS INTERNATIONAL GROWTH | None |
Real Return | SSGA REAL ASSET | Private Fund. Not included in Horizon™ |
Company Stock | BAC COM STK FUND | Not included in Horizon™ |