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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 Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC+U.S. Mid Cap16fund risk0.08%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB+U.S. Small Cap19fund risk0.08%
U.S. Equities - Value     
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXB++U.S. Small Cap - Value22fund risk0.24%
Global & Intl. Equity     
Vanguard Developed Markets Index Fund Admiral SharesVTMGXA-International Large Cap14fund risk0.09%
Bonds     
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC-Bond - Multi Sector3fund risk0.1%
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