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Xerox Corporation 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 Institutional Target Retirement 2035 Fund Institutional Shares
VITFX
C
U.S. All Cap
11
0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares
VIRSX
C
U.S. All Cap
12
0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares
VITLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares
VILVX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares
VIVLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares
VTRLX
C
U.S. All Cap
13
0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund
VSXFX
C
U.S. All Cap
13
0%
SSgA S&P 500 Index
C
U.S. Large Cap
15
0.09%
SSgA Mid Cap S&P 400 Index
C+
U.S. Mid Cap
16
0.09%
SSgA Small Cap Russell 2000 Index
C+
U.S. Small Cap
23
0.2%
Vanguard Institutional Target Retirement Income Fund Institutional Shares
VITRX
C
U.S. All Cap
5
0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares
VITVX
C
U.S. Large Cap
5
0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares
VITWX
C
U.S. All Cap
7
0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares
VRIVX
C
U.S. All Cap
8
0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares
VTTWX
C
U.S. All Cap
10
0%
U.S. Equities - Value
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
B++
U.S. Small Cap - Value
22
0.37%
Xerox Corp
XRX
F++
U.S. Mid Cap - Value
39
0%
Specialty
DFA Global Real Estate Securities Portfolio
DFGEX
B++
U.S. Real Estate
15
0.32%
Global & Intl. Equity
MFS International Value Fund Class I
MINIX
C-
International Large Cap - Growth
13
0.83%
MFS International Growth Fund Class I
MQGIX
A-
International Large Cap - Growth
13
0.97%
Intl. MSCI ACWI-ex U.S.
B-
International Large Cap
15
0.34%
Bonds
JPMorgan Short-Term Bond Fund
C
U.S. Treasury - Short
0
0.15%
PIMCO Low Duration Fund Institutional Class
PTLDX
C+
U.S. Treasury - TIPS
1
0.46%
SSgA Aggregate Bond Index
C-
Bond - Multi Sector
3
0.08%
Guggenheim Total Return Bond Fund Institutional Class
GIBIX
B
Bond - U.S. Corporate
4
0.52%
SSgA U.S. TIPS Index
C+
U.S. Treasury - TIPS
4
0.2%
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