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Aurora Health Care, Inc. Incentive Savings Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
11
0.19%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
12
0.19%
Fidelity Puritan Fund Class K
FPUKX
C
U.S. Large Cap
12
0.46%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2065 Fund Investor Shares
VLXVX
C
U.S. All Cap
13
0%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
Neuberger Berman Socially Responsive Fund Investor Class
NBSRX
B
U.S. All Cap
15
0.87%
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
C
U.S. All Cap
16
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
9
0.18%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
Vanguard Balanced Index Fund Institutional Shares
VBAIX
D
U.S. All Cap
10
0.08%
U.S. Equities - Growth
William Blair Small-Mid Cap Growth Fund Class I
WSMDX
C--
U.S. Small Cap - Growth
20
1.1%
T. Rowe Price Institutional Large Cap Growth Fund
TRLGX
A--
U.S. Large Cap - Growth
20
0.56%
U.S. Equities - Value
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Specialty
DFA Global Real Estate Securities Portfolio
DFGEX
B++
U.S. Real Estate
15
0.32%
Vanguard REIT ETF
VNQ
B++
U.S. Real Estate
17
0.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
D++
International Small Cap
14
0.22%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Principal Diversified Real Asset Fund Class A
PRDAX
A++
International Small Cap
9
1.25%
Principal Diversified Real Asset Fund Institutional Class
PDRDX
A++
International Small Cap
9
0.87%
Bonds
Dreyfus Government Cash Management Fund Institutional Shares
DGCXX
C
U.S. Cash / Money Market
0
0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class
PFORX
C+
Bond - Emerging Market
2
0.5%
Baird Core Plus Bond Fund Class Institutional
BCOIX
B--
U.S. Treasury - Intermediate / Long
3
0.3%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
Other
Vanguard Developed Markets Index Fund Institutional Plus Shares
VDMPX
Other
0
0.06%
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