| Horizon™ for Ladenburg
Savings Plan Fund List (as of 02/10/25) |
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| Type/Asset Class | Plan Name | Comments/Penalties |
| Money Market | Fidelity Government Money Market | None |
| Stable Value | Morley Stable Value Class 25-1 | None |
| Short-Term Bond | Vanguard Short-Term Investment- Grade | None |
| Intermediate Core Bond | Fidelity U.S. Bond Index | None |
| Intermediate Core-Plus Bond | Baird Core Plus Bond Class Institutional | None |
| High Yield Bond | Federated High Yield Trust | None |
| Conservative Allocation | Vanguard LifeStrategy Income | None |
| Moderate Allocation | Vanguard LifeStrategy Moderate Growth | None |
| Moderately Aggressive Allocati | Vanguard LifeStrategy Growth | None |
| Moderately Conservative Alloc | Vanguard LifeStrategy Conservative Growth | None |
| Large Blend | Fidelity 500 Index | None |
| Large Blend | Fidelity Total Market Index | None |
| Large Blend | Vanguard Growth and Income | None |
| Large Growth | T. Rowe Price Blue Chip Growth | None |
| Large Value | JPMorgan Equity Income | None |
| Mid-Cap Blend | Fidelity Mid Cap Index | None |
| Mid-Cap Growth | MassMutual Select Mid Cap Growth | None |
| Mid-Cap Value | MFS Mid Cap Value | None |
| Small Blend | Fidelity Small Cap Index | None |
| Small Growth | T. Rowe Price QM U.S. Small-Cap Growth Equity | None |
| Small Value | Wells Fargo Special Small Cap Value | None |
| Foreign Large Growth | Americans EuroPacific Growth | None |
| Foreign Large Blend | Fidelity Total International Index | None |
| Diversified Emerging Mkts | Goldman Sachs Emerging Markets Equity Insights International | None |
| Foreign Large Blend | MFS International Diversification | None |
| Target-Date Retirement | Fidelity Freedom Funds | Not included in Horizon™ Model Portfolio |