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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 Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap15fund risk0.26%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
T. Rowe Price Institutional Small-Cap Stock FundTRSSXA+U.S. Small Cap17fund risk0.68%
U.S. Equities - Growth     
Vanguard Extended Market Index Fund Admiral SharesVEXAXA--U.S. Small Cap - Growth20fund risk0.1%
Touchstone Sands Capital Institutional Growth FundCISGXF-U.S. Mid Cap - Growth51fund risk0%
U.S. Equities - Value     
Vanguard Windsor II Fund Admiral SharesVWNAXA++U.S. Large Cap - Value15fund risk0.28%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXD++International Small Cap14fund risk0.12%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Bonds     
Vanguard Prime Money Market InvestorCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
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