Horizon™ for Bank of America
Fund List (as of 01/04/24)
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
Core Fixed Income PIMCO TOTAL RETURN PORT None
Allocation PIMCO ALL ASSET FUND None
Large Cap Growth T ROWE INST LARGE-CAP GROWTH None
Large Cap Growth BR LG CP GR EQ 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
International Equity ACADIAN ACWI EX US None
Real Return SS REAL ESTATE Private Fund. Not included in HORIZON™
Company Stock BAC COM STK FUND Stock Fund. Not included in HORIZON™