School District of North Fond Du Lac
School District of North Fond Du Lac
Retirement Plan Selection Portal
EFS Choice Options
EFS Choice Fund Lineup
Target-Date Funds (Default)
- TRDBX - T. Rowe Price Retirement 2020 I
- TREHX - T. Rowe Price Retirement 2025 I
- TRFHX - T. Rowe Price Retirement 2030 I
- TRFJX - T. Rowe Price Retirement 2035 I
- TRHDX - T. Rowe Price Retirement 2040 I
- TRIKX - T. Rowe Price Retirement 2045 I
- TRJLX - T. Rowe Price Retirement 2050 I
- TRJMX - T. Rowe Price Retirement 2055 I
- TRLNX - T. Rowe Price Retirement 2060 I
- TRMOX - T. Rowe Price Retirement 2065 I
Index Funds
- VTI - Vanguard Total Stock Market ETF
- QQQ - Invesco QQQ Trust
- VOO - Vanguard S&P 500 ETF
- NQQQX - Shelton Nasdaq-100 Index Instl
- FXAIX - Fidelity 500 Index
- SFLNX - Schwab Fundamental US Large Co.
- VUG - Vanguard Growth ETF
- VTV - Vanguard Value ETF
- FSMDX - Fidelity Mid Cap Index
- VO - Vanguard Mid-Cap ETF
- CMCRX - Calvert US Mid Cap Core Rspnb R6
- CSPYX - Columbia Small Cap Index Inst3
- SPMD - SPDR Portfolio S&P 400 Mid Cap
- VSIAX - Vanguard Small Cap Value Idx Adm
- VB - Vanguard Small-Cap ETF
- GCIFX - Green Century MSCI Intl Indx Instl
- BND - Vanguard Total Bond Market ETF
- VXF - Vanguard Extended Market ETF
U.S. Equity
- VT - Vanguard Total World Stock ETF
- AMIGX - Amana Growth Institutional
- YACKX - AMG Yacktman I
- HRAUX - Carillon Eagle Mid Cap Growth R6
- CCALX - Conestoga Small Cap Institutional
- FIDFX - Fidelity Advisor Mid Cap Value Z
- FTHFX - Fuller Thaler Behavioral Sm-Cp R6
- HSCSX - Homestead Small Company Stock
- VADFX - Invesco Equally-Wtd S&P 500 R6
- OMFL - Invesco Russell 1000 Dyn Multi-Factor
- OMFS - Invesco Russell 2000 Dyn Multi-Factor
- RSP - Invesco S&P 500 Equal Weight ETF
- RFV - Invesco S&P MidCap 400 Pure Val
- IWP - iShares Russell Mid-Cap Growth ETF
- JDPNX - Janus Henderson Mid Cap Value N
- JMEE - JPMorgan Market Expansion Enh Eq
- MPGFX - Mairs & Power Growth
- PRILX - Parnassus Core Equity Institutional
- PFPWX - Parnassus Value Equity Institutional
- PEQSX - Putnam Large Cap Value R6
- SLYV - SPDR S&P 600 Small Cap Value ETF
- TRAIX - T. Rowe Price Capital Appreciation I
- VOE - Vanguard Mid-Cap Value ETF
- WIAEX - Wasatch Small Cap Growth Instl
Global & International
- RNWGX - American Funds New World R6
- CVMRX - Calvert Emerging Markets Equity R6
- FEGRX - First Eagle Global R6
- OAZWX - Oakmark Global Select R6
- OUSRX - Pear Tree Polaris Fgn Val Sm Cap R6
- QEFA - SPDR MSCI EAFE Strategic Factors
- SPDW - SPDR Portfolio Developed Wld ex-US
- SPEM - SPDR Portfolio Emerging Markets ETF
- VEU - Vanguard FTSE All-Wld ex-US ETF
- VSS - Vanguard FTSE All-Wld ex-US SmCp
- VEA - Vanguard FTSE Developed Markets
- VWILX - Vanguard International Growth Adm
- WIEMX - Wasatch Emerging Mkts Sm Cap
- DDLS - WisdomTree Dyn Cey Hdgd Intl SmCp
Bond & Fixed Income
- The Standard - Fixed Interest II (Default)
- WMTIX - Allspring Minnesota Tax-Free Instl
- PLFDX - Aristotle Floating Rate Income 1-2
- DDTRX - DoubleLine Total Return Bond R6
- FBND - Fidelity Total Bond ETF
- GIBRX - Guggenheim Total Return Bond R6
- LDLVX - Lord Abbett Short Duration Inc R6
- FAMTX - Nuveen MN Intermediate Muni Bd I
- SNGVX - Sit US Government Securities
- SRLN - SPDR Blackstone Senior Loan ETF
- TIPX - SPDR Blmbg 1-10 Year TIPS ETF
- BILS - SPDR Bloomberg 3-12 Mth TBill ETF
- STOT - SPDR DoubleLine Shrt Dur Til RetTact
- SPHY - SPDR Portfolio High Yield Bond ETF
- FBNRX - Templeton Global Bond R6
- VCIT - Vanguard Interm-Term Corp Bd ETF
- VCSH - Vanguard Short-Term Corp Bond ETF
- VUSXX - Vanguard Treasury Money Market
Sector & Thematic
- ARKE - ARK Fintech Innovation ETF
- ARKK - ARK Innovation ETF
- THISX - T. Rowe Price Health Sciences I
- VHT - Vanguard Health Care ETF
- VGT - Vanguard Information Technology ETF
- VNO - Vanguard Real Estate ETF
Strategy Funds
- RDVY - First Trust Rising Dividend Achiev
- JHORX - JPMorgan Hedged Equity R6
- SCHD - Schwab US Dividend Equity ETF
- XLSR - SPDR SSGA US Sector Rotation ETF
- VIG - Vanguard Dividend Appreciation ETF
Balanced & Allocation
- RLBGX - American Funds American Bal R6
- TRJWX - T. Rowe Price Retirement Bal I
- VWIAX - Vanguard Wellesley Income Admiral
Commodity Funds
- PDBC - Invesco Optm Yd Dvrs Cdty Stra
Fidelity Options
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School District of North Fond Du Lac Salary Reduction Agreement
Form Coming Soon