Horizon™ for Ladenburg
Savings Plan Fund List (as of 09/01/23) |
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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 | None |
Intermediate Core-Plus Bond | Baird Core Plus Bond Class Institutional | None |
High Yield Bond | Federated High Yield Trust | None |
Conservative Allocation | Vanguard LifeStrategy Income | None |
Moderate Allocation | Vanguard LifeStrategy Moderate Growth | None |
Moderately Aggressive Allocati | Vanguard LifeStrategy Growth | None |
Moderately Conservative Alloc | Vanguard LifeStrategy Conservative Growth | None |
Large Blend | Fidelity 500 Index | None |
Large Blend | Fidelity Total Market Index | None |
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 Blend | 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 |