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CalSTRS Pension2 403(b) Plan

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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     
American Funds Capital World Growth and Income Fund Class R-6RWIGXCU.S. Large Cap14fund risk0.45%
DFA Global Equity Portfolio Institutional ClassDGEIXB+U.S. Mid Cap15fund risk0.31%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
TIAA-CREF Social Choice Equity Fund Retirement ClassTRSCXCU.S. All Cap15fund risk0.43%
Vanguard Total Stock Market Index Fund Institutional SharesVITSXCU.S. All Cap16fund risk0.04%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXC+U.S. Mid Cap16fund risk0.24%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB+U.S. Small Cap19fund risk0.08%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap9fund risk0.29%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-6RLLGXA-U.S. Mid Cap - Growth16fund risk0.72%
American Funds The Growth Fund of America Class R-6RGAGXB--U.S. All Cap - Growth18fund risk0.34%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
Global & Intl. Equity     
Artisan International Fund Investor ClassARTIXC-International Large Cap - Growth14fund risk1.2%
DFA International Small Company Portfolio Institutional ClassDFISXC++International Small Cap14fund risk0.54%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
DFA Emerging Markets Portfolio Institutional ClassDFEMXAEmerging Markets16fund risk0.57%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
PIMCO All Asset Fund Institutional ClassPAAIXA++International Small Cap8fund risk0.07%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC-U.S. Treasury - Short / Intermediate1fund risk0.1%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
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