Vanderbilt University Retirement Plan And New Faculty Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	16	0.16%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B+	U.S. Small Cap	19	0.08%
U.S. Equities - Growth
Delaware Smid Cap Growth Fund Institutional Class	DFDIX	F-	U.S. Mid Cap - Growth	28	0.94%
U.S. Equities - Value
Vanguard Dividend Growth Fund Investor Shares	VDIGX	C++	U.S. Mega Cap - Value	13	0.31%
Dodge & Cox Global Stock Fund	DODWX	A++	U.S. All Cap - Value	18	0.65%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
Harding Loevner International Equity Portfolio Institutional Class	HLMIX	B-	International Large Cap - Growth	15	0.87%
Bonds
Loomis Sayles Core Plus Bond Fund Class Y	NERYX	C	Bond - U.S. Corporate	3	0.54%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%

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