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Vanguard Retirement Portfolio

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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 Health Care Fund Admiral SharesVGHAXDU.S. Large Cap14fund risk0.3%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap10fund risk0.18%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXB-U.S. Mid Cap - Growth19fund risk0.09%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA--U.S. Small Cap - Growth20fund risk0.1%
Vanguard Growth Index Fund Admiral SharesVIGAXC--U.S. Large Cap - Growth20fund risk0.09%
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXC--U.S. Small Cap - Growth21fund risk0.24%
U.S. Equities - Value     
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXB++U.S. Small Cap - Value22fund risk0.09%
Vanguard Selected Value Fund Investor SharesVASVXF++U.S. Mid Cap - Value23fund risk0.43%
Bonds     
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB-Bond - Multi Sector1fund risk0.1%
Other     
Vanguard High Dividend Yield Index Fund Investor SharesVHDYX Other0fund risk0.19%
Vanguard Developed Markets Index Fund Admiral SharesVDMAX Other0fund risk0.1%
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