Aw North Carolina, Inc. Retirement Savings Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A--	U.S. Small Cap - Growth	20	0.1%
T. Rowe Price Blue Chip Growth I	TBCIX	D--	U.S. Large Cap - Growth	21	0%
U.S. Equities - Value
Vanguard Windsor II Fund Admiral Shares	VWNAX	A++	U.S. Large Cap - Value	15	0.28%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	22	0.37%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Bonds
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares	VTAPX	B+	U.S. Treasury - TIPS	2	0.1%
Metropolitan West Total Return Bond Fund Plan Class	MWTSX	B-	Bond - Multi Sector	3	0.39%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information