| Fund Name | AIM S&P 500 INDEX INV |
| Family | LARGE CAP BLEND |
| Morningstar Rating | 3 |
| | |
| Fund Name | AIM SMALL CAP GROWTH A |
| Family | SMALL CAP GROWTH |
| Morningstar Rating | 3 |
| | |
| Fund Name | AMERICAN CENTURY EQUITY INCOME ADV |
| Family | LARGE CAP VALUE |
| Morningstar Rating | 3 |
| | |
| Fund Name | AMERICAN CENTURY INTERNATIONAL GROWTH ADV |
| Family | FOREIGN LARGE GROWTH |
| Morningstar Rating | 3 |
| | |
| Fund Name | AMERICAN FUNDS AMERICAN BALANCED R-3 |
| Family | MODERATE ALLOCATION |
| Morningstar Rating | 3 |
| | |
| Fund Name | AMERICAN FUNDS BOND FUND OF AMER R-3 |
| Family | INTERMEDIATE-TERM BOND |
| Morningstar Rating | 3 |
| | |
| Fund Name | AMERICAN FUNDS GROWTH FUND OF AMER R-3 |
| Family | LARGE CAP GROWTH |
| Morningstar Rating | 3 |
| | |
| Fund Name | AMERICAN FUNDS WASHINGTON MUTUAL R-3 |
| Family | LARGE CAP VALUE |
| Morningstar Rating | 3 |
| | |
| Fund Name | GOLDMAN SACHS FIN SQ PRIME MMF |
| Family | MONEY MARKET TAXABLE |
| Morningstar Rating | 3 |
| | |
| Fund Name | GOLDMAN SACHS GROWTH OPP A SHARES |
| Family | MID CAP GROWTH |
| Morningstar Rating | 3 |
| | |
| Fund Name | GOLDMAN SACHS SMALL CAP VALUE A |
| Family | SMALL CAP VALUE |
| Morningstar Rating | 3 |
| | |
