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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 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 Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
C+
U.S. Mid Cap
16
0.08%
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
B+
U.S. Small Cap
19
0.08%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
D
U.S. Large Cap
7
0.17%
U.S. Equities - Growth
T. Rowe Price New America Growth Fund
PRWAX
A--
U.S. All Cap - Growth
18
0.81%
T. Rowe Price New Horizons Fund
PRNHX
C-
U.S. Mid Cap - Growth
20
0.8%
American Century Heritage Fund Institutional Class
ATHIX
C-
U.S. Mid Cap - Growth
22
0.8%
U.S. Equities - Value
T. Rowe Price Value Fund
TRVLX
B++
U.S. Large Cap - Value
16
0.84%
Bunge Limited
BG
A++
U.S. Small Cap - Value
29
0%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
Fidelity International Discovery Fund Class K
FIDKX
A-
International Large Cap - Growth
15
0.83%
Bonds
Vanguard Federal Money Market Fund Investor Shares
VMFXX
C
U.S. Cash / Money Market
0
0%
Fidelity Total Bond Fund
FTBFX
B-
Bond - Multi Sector
3
0.45%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
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