Horizon™ for Coca-Cola
Bottlers Assn Fund List (as of 12/27/22) |
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Type/Asset Class | Plan Fund Name | Comments/Penalties |
Stable Value | Wilmington Stable Value Fund | None |
Intermediate Core-Plus Bond | Dodge & Cox Income | None |
Intermediate Core Bond | Fidelity US Bond Index | None |
Intermediate Core-Plus Bond | Metropolitan West Total Return Bond | None |
Allocation—50% to 70% Equity | American Funds American Balanced | None |
Large Value | Columbia Dividend Income | None |
Small Blend | Fidelity Small Cap Index Fund | 60-Day Holding Period |
Mid-Cap Value | Ariel Fund | 12-Month Holding Period |
Small Growth | Fidelity Advisor Small Cap Growth | 60-Day Holding Period |
Small Value | Wilmington Small Cap Value | None |
Mid-Cap Growth | Wilmington Mid Cap Growth | None |
Large Growth | MainStay Winslow Large Cap Growth | None |
Large Value | Principal MFS Value | None |
Large Blend | Wilmington Large Cap Growth | None |
Large Blend | Fidelity 500 Index Fund | 60-Day Holding Period |
Foreign Large Blend | MFS International Diversification | None |
Foreign Large Blend | Fidelity International Index | 60-Day Holding Period |
Diversified Emerging Mkts | Wilmington Emerging Markets | None |
Global Real Estate | Principal Global Real Estate Sec | None |