Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

CalSTRS Pension 2

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close 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]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
TIAA-CREF Social Choice Equity Fund Institutional ClassTISCXCU.S. All Cap15fund risk0.18%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap16fund risk0.05%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC+U.S. Mid Cap16fund risk0.08%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB+U.S. Small Cap19fund risk0.08%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXB--U.S. All Cap - Growth18fund risk0.34%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXB++U.S. Real Estate18fund risk0.08%
Global & Intl. Equity     
Artisan International Fund Investor ClassARTIXC-International Large Cap - Growth14fund risk1.2%
Vanguard Developed Markets Index InstlVTMNXA-International Large Cap14fund risk0.07%
DFA International Small Company Portfolio Institutional ClassDFISXC++International Small Cap14fund risk0.54%
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXCEmerging Markets17fund risk0.12%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
PIMCO All Asset Fund Institutional ClassPAAIXA++International Small Cap8fund risk0.07%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXC-U.S. Treasury - Short / Intermediate1fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
Other     
GMO Global Equity Allocation Series Fund Class R6GGASX Other0fund risk0.05%
close help

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