Tahoe Forest 457 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 Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Wells Fargo Small Company Growth Fund - Class Admin	NVSCX	A--	U.S. Small Cap - Growth	20	1.2%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class R6	LCEFX	D++	U.S. All Cap - Value	15	0.48%
Northern Small Cap Value Fund	NOSGX	F++	U.S. Small Cap - Value	25	1%
Global & Intl. Equity
Fidelity Global ex U.S. Index	FSGGX	A-	International Large Cap	14	0.1%
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Causeway International Value Fund Class Institutional	CIVIX	B	International Large Cap - Value	20	0.95%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Lord Abbett Short Duration Income Fund Class A	LALDX	B++	Bond - U.S. High Yield	1	0.58%
Fidelity Total Bond Fund	FTBFX	B-	Bond - Multi Sector	3	0.45%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Other
Vanguard FTSE Social Index Fund Investor Shares	VFTSX		Other	0	0.28%
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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