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Aurora Health Care, Inc. Incentive Savings 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 Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Fidelity Puritan Fund Class KFPUKXCU.S. Large Cap12fund risk0.46%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXCU.S. All Cap13fund risk0%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
Neuberger Berman Socially Responsive Fund Investor ClassNBSRXBU.S. All Cap15fund risk0.87%
Vanguard Total Stock Market Index Fund Investor SharesVTSMXCU.S. All Cap16fund 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%
Vanguard Balanced Index Fund Institutional SharesVBAIXDU.S. All Cap10fund risk0.08%
U.S. Equities - Growth     
William Blair Small-Mid Cap Growth Fund Class IWSMDXC--U.S. Small Cap - Growth20fund risk1.1%
T. Rowe Price Institutional Large Cap Growth FundTRLGXA--U.S. Large Cap - Growth20fund risk0.56%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXB++U.S. Real Estate15fund risk0.32%
Vanguard REIT ETFVNQB++U.S. Real Estate17fund risk0.1%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Investor SharesVGTSXD++International Small Cap14fund risk0.22%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Principal Diversified Real Asset Fund Class APRDAXA++International Small Cap9fund risk1.25%
Principal Diversified Real Asset Fund Institutional ClassPDRDXA++International Small Cap9fund risk0.87%
Bonds     
Dreyfus Government Cash Management Fund Institutional SharesDGCXXCU.S. Cash / Money Market0fund risk0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXC+Bond - Emerging Market2fund risk0.5%
Baird Core Plus Bond Fund Class InstitutionalBCOIXB--U.S. Treasury - Intermediate / Long3fund risk0.3%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Other     
Vanguard Developed Markets Index Fund Institutional Plus SharesVDMPX Other0fund risk0.06%
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