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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 Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
iShares MSCI ACWI ETFACWICU.S. All Cap14fund risk0%
iShares Russell 3000 ETFIWVCU.S. All Cap15fund risk0.2%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXAU.S. All Cap16fund risk0.5%
iShares Russell 2000 ETFIWMC+U.S. Small Cap23fund risk0.2%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXDU.S. Large Cap7fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXDU.S. All Cap8fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap9fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
T. Rowe Price Institutional Large Cap Growth FundTRLGXA--U.S. Large Cap - Growth20fund risk0.56%
Jackson Square SMID-Cap Growth Fund IS ClassDCGTXC-U.S. Mid Cap - Growth24fund risk0.89%
U.S. Equities - Value     
JPMorgan Equity Income Fund Class R6OIEJXC++U.S. Mega Cap - Value15fund risk0.53%
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value15fund risk0.79%
Aristotle Small Cap Equity Fund Class IARSBXC++U.S. Small Cap - Value20fund risk2.03%
Specialty     
Cohen & Steers Realty Shares FundCSRSXB++U.S. Real Estate18fund risk0.97%
NextEra Energy IncNEEF++U.S. Real Estate79fund risk0%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Bonds     
Vanguard Federal Money Market Fund Investor SharesVMFXXCU.S. Cash / Money Market0fund risk0%
Loomis Sayles Core Plus Bond Fund Class CNECRXCBond - U.S. Corporate3fund risk1.54%
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