AA100

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Glenmede Small Cap Equity Portfolio Class Advisor	GTCSX	A+	U.S. Small Cap	22	0.91%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Wellington Fund Investor Shares	VWELX	B	U.S. Large Cap	10	0.26%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Oppenheimer Global Fund Class A	OPPAX	A--	U.S. All Cap - Growth	18	1.19%
Prudential Jennison Mid Cap Growth Fund Class Z	PEGZX	D-	U.S. Mid Cap - Growth	22	0.77%
Fidelity Small Cap Growth Fund	FCPGX	B--	U.S. Small Cap - Growth	23	0.88%
Fidelity Blue Chip Growth Fund	FBGRX	B--	U.S. All Cap - Growth	23	0.74%
U.S. Equities - Value
Invesco Equally-Weighted S&P 500 Fund Class Y	VADDX	B++	U.S. All Cap - Value	16	0.32%
JPMorgan Mid Cap Value Fund Select Class	JMVSX	C++	U.S. Mid Cap - Value	19	0.98%
Invesco Comstock Fund Class A	ACSTX	B++	U.S. All Cap - Value	20	0.81%
Columbia Small Cap Index Fund Class R5 Shares	CXXRX	B++	U.S. Small Cap - Value	23	0.2%
Hotchkis & Wiley Small Cap Value Fund Class A	HWSAX	B++	U.S. Small Cap - Value	27	1.24%
Global & Intl. Equity
Harbor International Fund Investor Class	HIINX	A-	International Large Cap	15	1.11%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Bond Index Fund Investor Shares	VBISX	C-	U.S. Treasury - Short / Intermediate	1	0.2%
JPMorgan Core Plus Bond Fund Class A	ONIAX	B-	Bond - Multi Sector	3	0.75%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%
Fidelity Money Market Trust Retirement Government Money Market Portfolio	FGMXX		Other	0	0%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information