| Horizon™ for The
Travelers Companies, Inc. Fund List (as of 02/10/25) |
||
| Type/Asset Class | Fund Name | Comments/Penalties |
| Money Market | VANG PRIME MM INST | None |
| Stable Value | STABLE VALUE FUND | None |
| Intermediate Core-Plus Bond | PIM TOTAL RT INST | None |
| Intermediate Core Bond | VANG TOT BD MK IS PL | None |
| Moderate Allocation | FID PURITAN K | None |
| Large Growth | JPM LG CAP GROWTH R6 | None |
| Large Blend | VANG INST INDEX PLUS | None |
| Large Value | JPM EQ INCOME R6 | None |
| Mid-Cap Blend | FID MID CAP IDX INST | None |
| Mid-Cap Value | VANG MIDCAP VALUE INDX | None |
| Mid-Cap Growth | J H ENTERPRISE N | None |
| Small Growth | NB GENESIS - INST CL | None |
| Small Blend | FID SM CAL IDX INST | None |
| Small Growth | FID SM CAP GROWTH | None |
| Small Blend | VANG SM VAL IDX INST | None |
| Foreign Large Blend | SS WORLD EX US IDX | None |
| Foreign Large Growth | AF EUROPAC GROWTH R6 | None |
| Diversified Emerging Mkts | SS EMRG MKTS INDEX | None |
| Horizon™ for The
Travelers Companies, Inc. Fund List (as of 09/01/23) |
||
| Type/Asset Class | Fund Name | Comments/Penalties |
| Money Market | VANG PRIME MM INST | None |
| Stable Value | STABLE VALUE FUND | None |
| Intermediate Core-Plus Bond | PIM TOTAL RT INST | None |
| Intermediate Core Bond | VANG TOT BD MK IS PL | None |
| Moderate Allocation | FID PURITAN K | None |
| Large Growth | JPM LG CAP GROWTH R6 | None |
| Large Blend | VANG INST INDEX PLUS | None |
| Large Value | ABF LG CAP VAL INST | None |
| Mid-Cap Blend | FID MID CAP IDX INST | None |
| Mid-Cap Value | VANG MIDCAP VALUE INDX | None |
| Mid-Cap Growth | J H ENTERPRISE N | None |
| Small Growth | NB GENESIS - INST CL | None |
| Small Blend | FID SM CAL IDX INST | None |
| Small Growth | FID SM CAP GROWTH | None |
| Small Value | P/QMA SM CAP VAL Q | None |
| Foreign Large Blend | SS WORLD EX US IDX | None |
| Foreign Large Blend | THORNBURG INT VAL R6 | None |
| Diversified Emerging Mkts | SS EMRG MKTS INDEX | None |
| https://workplaceservices200.fidelity.com/ | ||
| User ID: | 327541642 | Heather Epright |
| PW: | Happiest1 | |
| Stock | TRAVELERS COMMON | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2050 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET INC | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2010 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2015 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2020 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2025 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2030 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2035 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2040 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2045 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2050 | Not included in Horizon™. |
| Blended Fund | VANGUARD TARGET 2055 | Not included in Horizon™. |
| Spartan US Bond Index | Provided by http://www.myplaniq.com/ | |
| Fidelity Diversified International | Provided by http://www.myplaniq.com/ | |
| Rainier Small/Mid Cap Equity | Provided by http://www.myplaniq.com/ | |
| Pacific Capital Small Cap Y | Provided by http://www.myplaniq.com/ | |
| Large Growth | AF GRTH FUND AMER R6 | None |