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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 Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth19fund risk0.66%
Vanguard Explorer Fund Admiral SharesVEXRXA--U.S. Small Cap - Growth19fund risk0.34%
Harbor Capital Appreciation Fund Institutional ClassHACAXF--U.S. All Cap - Growth25fund risk0.65%
U.S. Equities - Value     
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value15fund risk0.79%
Vanguard Windsor II Fund Admiral SharesVWNAXA++U.S. Large Cap - Value15fund risk0.28%
Oakmark Select Fund Class IOAKLXA++U.S. All Cap - Value20fund risk1.01%
T. Rowe Price Group IncTROWA++U.S. Mega Cap - Value25fund risk0%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return II Fund Institutional ClassPMBIXB-Bond - Multi Sector3fund risk0.5%
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