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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 Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
iShares MSCI ACWI ETFACWICU.S. All Cap14fund risk0%
American Funds Fundamental Investors Class AANCFXCU.S. Large Cap15fund risk0.63%
Fidelity Advisor Small Cap Fund I ClassFSCIXA+U.S. Small Cap20fund risk0.7%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXDU.S. Large Cap7fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXDU.S. All Cap8fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap9fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap10fund risk0.18%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXCU.S. All Cap10fund risk1.05%
U.S. Equities - Growth     
Oppenheimer Global Fund Class IOGLIXA--U.S. All Cap - Growth18fund risk0.71%
American Funds The Growth Fund of America Class AAGTHXB--U.S. All Cap - Growth18fund risk0.7%
Goldman Sachs Technology Opportunities Fund Class AGITAXD--U.S. All Cap - Growth22fund risk1.5%
Franklin Biotechnology Discovery Fund Class AFBDIXFU.S. Micro Cap - Growth25fund risk1.1%
Morgan Stanley Multi Cap Growth Trust Class ACPOAXF-U.S. Mid Cap - Growth34fund risk1.3%
Specialty     
Franklin Utilities Class AFKUTXF++U.S. Real Estate16fund risk0.75%
Vanguard REIT Index Fund Investor SharesVGSIXB++U.S. Real Estate18fund risk0.24%
Global & Intl. Equity     
SPDR MSCI ACWI ex-US ETFCWIA-International Large Cap15fund risk0.34%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Transamerica Partners Mid Value FundDVMVX Other0fund risk0.7%
Transamerica Partners Stock Index FundDSKIX Other0fund risk0.65%
Franklin Mutual International Fund Class CFCMIX Other0fund risk0%
SSgA U.S. Government Money Market Fund N ClassSSGXX Other0fund risk0%
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