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Equity Residential Advantage Retirement Savings 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     
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Nuveen Small Cap Select Fund Class IARSTXA+U.S. Small Cap22fund risk1.08%
U.S. Equities - Growth     
Nuveen Mid Cap Growth Opportunities Fund Class R6FMEFXD-U.S. Mid Cap - Growth22fund risk0.92%
JPMorgan Large Cap Growth Fund Class R5JLGRXF--U.S. All Cap - Growth23fund risk0.71%
U.S. Equities - Value     
Vanguard Windsor II Fund Admiral SharesVWNAXA++U.S. Large Cap - Value15fund risk0.28%
Goldman Sachs Mid Cap Value Fund Institutional ClassGSMCXC++U.S. Mid Cap - Value17fund risk0.74%
Franklin Small Cap Value Fund Advisor ClassFVADXF++U.S. Small Cap - Value24fund risk0.89%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXA++Commodities14fund risk0.74%
Vanguard REIT Index Fund Admiral SharesVGSLXB++U.S. Real Estate18fund risk0.1%
Global & Intl. Equity     
Thornburg International Value Fund Class R5TIVRXA+Europe14fund risk0.96%
Vanguard Developed Markets Index Fund Admiral SharesVTMGXA-International Large Cap14fund risk0.09%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXAEmerging Markets15fund risk0.57%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO GNMA Fund Institutional ClassPDMIXCBond - U.S. Mortgages2fund risk0.5%
PIMCO Moderate Duration Fund Institutional ClassPMDRXB-U.S. Treasury - Short / Intermediate2fund risk0.46%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Templeton Global Bond Fund Advisor ClassTGBAXC-U.S. Treasury - Short / Intermediate3fund risk0.61%
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