Stanford Health Care Retirement Savings Plan

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PLAN FUNDS

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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.

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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 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
Columbia Contrarian Core Fund Class Y	COFYX	C	U.S. Large Cap	16	0.72%
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 - Value
Boston Trust Small Cap Fund	BOSOX	C++	U.S. Mid Cap - Value	18	1%
Causeway Global Value Fund Institutional Class	CGVIX	D++	U.S. All Cap - Value	21	1.05%
Global & Intl. Equity
Templeton Institutional Foreign Smaller Companies Series Advisor	TFSCX	B++	International Small Cap	13	0.98%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Lazard International Strategic Equity Portfolio Institutional Shares	LISIX	C+	Europe	14	0.86%
Aberdeen Emerging Markets Fund Institutional Class	ABEMX	B	Emerging Markets	18	1.1%
Principal Diversified Real Asset Fund Institutional Class	PDRDX	A++	International Small Cap	9	0.87%
Bonds
Vanguard Treasury Money Market Fund Investor Shares	VUSXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Bond Index Fund Institutional Shares	VBITX	C-	U.S. Treasury - Short / Intermediate	1	0%
Prudential Total Return Bond Fund Class Q	PTRQX	B-	Bond - Multi Sector	4	0.52%

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