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Partners Healthcare Group, Llc 401(K) Profit Sharing 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 Target Retirement 2035 Fund Institutional Shares
VITFX
C
U.S. All Cap
11
0%
JPMorgan Global Allocation Fund Class R2
GAONX
D
U.S. All Cap
11
1.3%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares
VIRSX
C
U.S. All Cap
12
0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares
VITLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares
VILVX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares
VIVLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares
VTRLX
C
U.S. All Cap
13
0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund
VSXFX
C
U.S. All Cap
13
0%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Vanguard Institutional Target Retirement Income Fund Institutional Shares
VITRX
C
U.S. All Cap
5
0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares
VITVX
C
U.S. Large Cap
5
0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares
VITWX
C
U.S. All Cap
7
0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares
VRIVX
C
U.S. All Cap
8
0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares
VTTWX
C
U.S. All Cap
10
0%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
U.S. Equities - Value
Artisan Global Value Fund Institutional Class
APHGX
B++
U.S. Large Cap - Value
16
1.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
D++
International Small Cap
14
0.12%
Bonds
Vanguard Federal Money Market Fund Investor Shares
VMFXX
C
U.S. Cash / Money Market
0
0%
Invesco Short Duration Inflation Protected Fund Class R5
ALMIX
B+
U.S. Treasury - TIPS
2
0.46%
PIMCO Global Advantage Strategy Bond Fund Institutional Class
PSAIX
B+
Bond - Emerging Market
2
0.7%
BlackRock U.S. Total Bond Index Fund Class K Shares
WFBIX
B--
U.S. Treasury - Intermediate / Long
3
0.2%
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