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Drayer Physical Therapy Institute 401(K) Plan

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PLAN FUNDS investment options ratings help
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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 500 Index Fund Investor ClassVFINXCU.S. Large Cap15fund risk0.17%
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXCU.S. All Cap9fund risk0.16%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXD--U.S. Large Cap - Growth21fund risk0.74%
U.S. Equities - Value     
T. Rowe Price Value FundTRVLXB++U.S. Large Cap - Value16fund risk0.84%
Vanguard Mid-Cap Value Index Fund Investor SharesVMVIXD++U.S. Mid Cap - Value18fund risk0.24%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXB++U.S. Small Cap - Value22fund risk0.37%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Investor SharesVGTSXD++International Small Cap14fund risk0.22%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
American Century Government Bond Fund Investor ClassCPTNXC-Bond - Multi Sector2fund risk0.47%
Other     
Schwab Retirement Advantage Money FundSWIXX Other0fund risk0%
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