ILLUMIO 401(K) PLAN

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%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
American Funds AMCAP Fund Class R-6	RAFGX	D	U.S. Large Cap	15	0.37%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
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 Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	D-	U.S. Mid Cap - Growth	21	0.51%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	18	0.09%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
DFA Emerging Markets Small Cap Portfolio Institutional Class	DEMSX	A	Emerging Markets	13	0.75%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Oppenheimer International Small-Mid Company Fund Class I	OSCIX	A-	International Large Cap - Growth	14	0.83%
DFA International Core Equity Portfolio Institutional Class	DFIEX	D++	International Small Cap	15	0.39%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
Vanguard Federal Money Market Fund Investor Shares	VMFXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	Bond - U.S. Mortgages	1	0.1%
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
Metropolitan West Total Return Bond Fund Plan Class	MWTSX	B-	Bond - Multi Sector	3	0.39%
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%

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