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Employee Savings and Investment Plan of Levi Strauss & Co.

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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 Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap12fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXCU.S. All Cap13fund risk0%
BTC Equity Index MCU.S. Large Cap15fund risk0.09%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC-U.S. Mega Cap16fund risk0.16%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap5fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap10fund risk0%
Vanguard Balanced Index Fund Institutional SharesVBAIXDU.S. All Cap10fund risk0.08%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth19fund risk0.56%
U.S. Equities - Value     
American Funds American Mutual Fund Class R-6RMFGXD++U.S. Mega Cap - Value12fund risk0.31%
JPMorgan Mid Cap Value Fund Institutional ClassFLMVXC++U.S. Mid Cap - Value19fund risk0.74%
BTC Mid Cap Equity Index Fund MD++U.S. Mid Cap - Value19fund risk0.25%
Columbia Small Cap Index Fund Class ZNMSCXB++U.S. Small Cap - Value23fund risk0.2%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXD++International Small Cap14fund risk0.12%
Bonds     
Vanguard Retirement Savings Trust IICU.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Class IMWTIXB-Bond - Multi Sector3fund risk0.4%
BTC U.S. Debt Index Fund WC-Bond - Multi Sector3fund risk0.08%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
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