Horizon™ for Insperity
Fund List (as of 09/16/23) |
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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. |