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Indexes and Balanced Funds II

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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 Plus SharesVIIIXCU.S. Large Cap15fund risk0.02%
Vanguard Mid-Cap Index Fund Institutional Plus SharesVMCPXC+U.S. Mid Cap16fund risk0.06%
Vanguard PRIMECAP Fund Admiral SharesVPMAXBU.S. All Cap17fund risk0.36%
Vanguard Capital Opportunity Fund Admiral SharesVHCAXBU.S. All Cap18fund risk0.41%
Vanguard Small-Cap Index Fund Institutional Plus SharesVSCPXB+U.S. Small Cap19fund risk0.06%
Pax Balanced Fund Class InstitutionalPAXIXBU.S. All Cap9fund risk0.66%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap10fund risk0.18%
Global & Intl. Equity     
Northern International Equity Index FundNOINXB-International Large Cap14fund risk0.25%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXC-Bond - Multi Sector3fund risk0.05%
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