Horizon™ for The Pascua Yaqui Tribe
Fund List (as of 09/01/23)
Type/Asset Class Plan Fund Name Comments/Penalties
Stable Value Key Stable Guaranteed Account None
Intermediate Core Bond JPMorgan Mortgage-Backed Securities A None
High Yield Bond PGIM High Yield A None
Moderate Allocation Janus Henderson Balanced S None
Large Value MFS Value A None
Large Blend Fidelity® 500 Index None
Large Growth Fidelity Advisor® Growth Opps A None
Mid-Cap Value JPMorgan Mid Cap Value L None
Mid-Cap Growth MFS Mid Cap Growth A None
Mid-Cap Growth BlackRock Mid-Cap Growth Equity Inv C None
Small Blend T. Rowe Price Small-Cap Value None
Small Blend iShares Russell 2000 Small-Cap Idx Instl None
Foreign Large Growth American Funds Europacific Growth A None
Foreign Large Blend Fidelity® Total International Equity None
Foreign Large Blend Janus Henderson Overseas T None
Target Date Fund Putnam Retirement Advantage Funds Not included in Horizon™ Model Portfolio