U-Blox AG

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%
State Street Equity 500 Index Fund Service Shares	STBIX	C	U.S. Large Cap	15	0.34%
BlackRock Large Cap Index Fund Class K Shares	BRGKX	C	U.S. Large Cap	15	0.18%
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%
TIAA-CREF Small-Cap Blend Index Fund Institutional Class	TISBX	C+	U.S. Small Cap	23	0.07%
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 Balanced Index Fund Admiral Shares	VBIAX	C	U.S. All Cap	9	0.09%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares	VVIAX	C++	U.S. Mega Cap - Value	15	0.09%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
BlackRock Total International ex U.S. Index Fund Class K Shares	BDOKX	A-	International Large Cap	14	0.34%
BlackRock International Index Fund Class K Shares	BTMKX	B-	International Large Cap	14	0.3%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C	Emerging Markets	17	0.15%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	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