Horizon™ for Insperity
Fund List (as of 09/16/23)
Type/Asset Class Plan Fund Name Comments/Penalties
Stable Value Rtc-Ny Life Anchor Account None
Intermediate Core-Plus Bond Metro West Total Return Bond None
US Fund Intermediate Core Bond State Street US Bond Index NL Fund None
Multisector Bond PIMCO Income Fund None
Tactical Allocation PIMCO All Asset Instl None
Large Value Dodge & Cox Stock Fund None
Large Blend State Street S&P 500 Index NL Fund None
Large Growth T Rowe Price Blue Chip Growth None
Mid-Cap Value Victory Sycamore Established Value Fund None
Mid-Cap Growth T. Rowe Price Mid-Cap Growth None
Small Growth State St Russell Sm/Mid Cap Index NL Fund None
Small Growth Hartford Small Cap Growth Hls None
Small Value Nuveen Small Cap Value Fund None
US Fund Foreign Large Blend State St Gbl All Cp Eq Ex-US Idx NL Fund None
Foreign Large Growth American Funds EuroPacific Growth Fund (R3) None
Target Date Fund Ssga Target Retire Target Date Funds TDF. Not included in Horizon™ Model Portfolio.