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Merck Family Fund

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap16fund risk0.05%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth19fund risk0.56%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA--U.S. Small Cap - Growth20fund risk0.1%
Artisan Mid Cap Fund Institutional ClassAPHMXD-U.S. Mid Cap - Growth21fund risk0.96%
BMO Small-Cap Growth Fund Class IMSGIXA--U.S. Small Cap - Growth22fund risk1.16%
U.S. Equities - Value     
Fidelity Low-Priced Stock Fund Class KFLPKXA++U.S. All Cap - Value15fund risk0.68%
Artisan Mid Cap Value Fund Institutional ClassAPHQXC++U.S. Mid Cap - Value18fund risk0.98%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
American Beacon Small Cap Value Fund Class InstitutionalAVFIXD++U.S. Small Cap - Value25fund risk0.82%
Global & Intl. Equity     
Thornburg International Value Fund Class R5TIVRXA+Europe14fund risk0.96%
Vanguard Total International Stock Index Fund Admiral SharesVTIAXD++International Small Cap14fund risk0.14%
Bonds     
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
Other     
Fidelity Investments Money Market Funds Money Market Portfolio Class IFMPXX Other0fund risk0%
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