Horizon™ for Halock Security Labs
Fund List (as of 01/24/17)
Type/Asset Class Plan Fund Name Comments/Penalties
Money Market Vanguard Federal Money Market  Inv
Short-Term Bond Vanguard Short-Term Investment Grade Inv None
Intermediate-Term Bond Western Asset Core Plus Bond Port Fin FI None
World Bond American Funds Capital World Bond R6 None
High Yield Bond Lord Abbett High Yield R6 None
Large Value American Funds Washington Mutual R6 None
Large Blend Vanguard 500 Index Inv 30-day repurchase restriction
Large Blend American Funds Fundamental Invs R6 None
Large Growth American Funds Growth Fund of Amer R6 None
Mid-Cap Value Victory Sycamore Established Value R6 None
Mid-Cap Value Vanguard Mid-Cap Index Inv 30-day repurchase restriction
Mid-Cap Growth Eaton Vance Atlanta Capital SMID-Cap I None
Small Value Delaware Small Cap Value Instl 30-Day Repurchase Restriction
Small Blend Vanguard Small Cap Index  Adm 30-day repurchase restriction
Small Blend Neuberger Berman Genesis  Instl None
Moderate Allocation American Funds American Balanced R6 None
Foreign Large Value Templeton Foreign Fund R6 None
Foreign Large Blend Vanguard Developed Mkts Index Inv 30-day repurchase restriction
Foreign Large Growth Oppenheimer International Diversified I None
World Stock Oppenheimer Global Opportunities I None
Equity Energy Vanguard Energy Inv 30-day repurchase restriction
Health BlackRock Health Sciences Opp Port Instl None
World Stock Vanguard Total World Stock Index Inv None
Target Date Funds Vanguard Target Date Funds Not included in Horizon™ Model Portfolio