Horizon™ for Ladenburg Savings Plan
Fund List (as of 11/01/19)
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 Replaced FBIDX
Intermediate Core-Plus Bond Baird Core Plus Bond Class Institutional None
High Yield Bond Federated High Yield Trust None
Allocation--15% to 30% Equity Vanguard LifeStrategy Income None
Allocation--50% to 70% Equity Vanguard LifeStrategy Moderate Growth None
Allocation--70% to 85% Equity Vanguard LifeStrategy Growth None
Allocation--30% to 50% Equity Vanguard LifeStrategy Conservative Growth None
Large Blend Fidelity 500 Index Replaced FUSEX
Large Blend Fidelity Total Market Index Replaced FSTMX
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 Growth 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