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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 Dividend Appreciation ETF	VIG	C	U.S. All Cap	13	0.1%
Vanguard S&P 500 ETF	VOO	C	U.S. Large Cap	15	0.05%
Vanguard Large-Cap ETF	VV	C	U.S. Large Cap	15	0.09%
Vanguard Russell 3000	VTHR	C	U.S. All Cap	15	0%
Vanguard Total Stock Market ETF	VTI	C	U.S. All Cap	15	0.05%
Vanguard Russell 1000	VONE	C	U.S. Large Cap	15	0%
Vanguard Mega Cap ETF	MGC	C-	U.S. Mega Cap	15	0.11%
Vanguard Mid-Cap ETF	VO	C+	U.S. Mid Cap	16	0.09%
Vanguard S&P Mid-Cap 400 Growth ETF	IVOG	F+	U.S. Mid Cap	18	0.2%
Vanguard Consumer Discretionary ETF	VCR	C	U.S. All Cap	19	0.14%
Vanguard Small-Cap ETF	VB	B+	U.S. Small Cap	19	0.09%
Vanguard S&P Small-Cap 600 Growth ETF	VIOG	C+	U.S. Small Cap	22	0.2%
Vanguard Russell 2000	VTWO	F+	U.S. Small Cap	56	0%
U.S. Equities - Growth
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard S&P 500 Growth ETF	VOOG	B--	U.S. Mega Cap - Growth	19	0.15%
Vanguard Growth ETF	VUG	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Extended Market ETF	VXF	A--	U.S. Small Cap - Growth	20	0.1%
Vanguard Mega Cap Growth ETF	MGK	C--	U.S. Mega Cap - Growth	21	0.11%
Vanguard Small-Cap Growth ETF	VBK	B--	U.S. Small Cap - Growth	21	0.09%
Vanguard Russell 2000 Growth	VTWG	C--	U.S. Small Cap - Growth	23	0%
Vanguard Russell 1000 Growth ETF	VONG	F--	U.S. All Cap - Growth	78	0%
U.S. Equities - Value
Vanguard Mega Cap Value ETF	MGV	C++	U.S. Mega Cap - Value	14	0.11%
Vanguard S&P 500 Value ETF	VOOV	C++	U.S. Large Cap - Value	15	0.15%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	18	0.09%
Vanguard S&P Mid-Cap 400 ETF	IVOO	D++	U.S. Mid Cap - Value	19	0.15%
Vanguard S&P Mid-Cap 400 Value ETF	IVOV	C++	U.S. Mid Cap - Value	22	0.2%
Vanguard S&P Small-Cap 600 ETF	VIOO	B++	U.S. Small Cap - Value	23	0.15%
Vanguard Russell 2000 Value	VTWV	C++	U.S. Small Cap - Value	26	0%
Vanguard S&P Small-Cap 600 Value ETF	VIOV	B++	U.S. Small Cap - Value	26	0.2%
Global & Intl. Equity
Vanguard Russell 1000 Value	VONV	F	International Large Cap - Value	53	0%
Bonds
Vanguard Short-Term Inflation-Protected Securities ETF	VTIP	B+	U.S. Treasury - TIPS	2	0%
Vanguard Long-Term Bond ETF	BLV	A--	U.S. Treasury - Intermediate / Long	10	0.1%
Vanguard Long-Term Government Bond ETF	VGLT	C--	U.S. Treasury - Long	12	0%
Vanguard Extended Duration Treasury ETF	EDV	C--	U.S. Treasury - Long	17	0.12%
Vanguard Total International Bond ETF	BNDX	C--	U.S. Treasury - Intermediate / Long	3	0%
Vanguard Total Bond Market ETF	BND	C-	Bond - Multi Sector	3	0.08%
Vanguard Long-Term Corporate Bond ETF	VCLT	C	Bond - U.S. Corporate	10	0%

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