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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 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
U.S. Equities - Value     
Vanguard Wellesley Income Fund Admiral SharesVWIAXC++U.S. Mega Cap - Value5fund risk0.18%
Specialty     
Vanguard Utilities Index Fund Admiral SharesVUIAXF++U.S. Real Estate17fund risk0.14%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor SharesVPAIXC+Bond - U.S. Municipals2fund risk0.2%
Vanguard Extended Duration Treasury Index Fund Institutional SharesVEDTXC--U.S. Treasury - Long17fund risk0.1%
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