Horizon™ for Insperity
Fund List (as of 11/28/18)
Type/Asset Class Plan Fund Name Comments/Penalties
Stable Value Rtc-Ny Life Anchor Account None
Intermediate-Term Bond Metro West Total Return Bond None
Multisector Bond John Hancock Income None
Large Value Dodge & Cox Stock Fund None
Large Blend BNY Mellon S&P 500 Index Fund II None
Large Growth T Rowe Price Blue Chip Growth None
Mid-Cap Value American Beacon Mid Cap Value None
Mid-Cap Growth Munder Mid-Cap Core Growth Fund (A) None
Small Growth Hartford Small Cap Growth Hls None
Small Value Allianz NFJ Small Cap Value Fund (A) None
Real Estate T Rowe Price Real Estate 0 - 90 Days 1.00%
Foreign Large Growth American Funds EuroPacific Growth Fund (R3) None
Target Date Fund Insperity Horizon Rm 2020 TDF. Not included in Horizon™ Model Portfolio.
Target Date Fund Insperity Horizon Rm 2030 TDF. Not included in Horizon™ Model Portfolio.
Target Date Fund Insperity Horizon Rm 2040    TDF. Not included in Horizon™ Model Portfolio.
Target Date Fund Insperity Horizon Rm 2050    TDF. Not included in Horizon™ Model Portfolio.
Target Date Fund Insperity Horizon Rm Income TDF. Not included in Horizon™ Model Portfolio.