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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 Dividend Appreciation ETF
VIG
C
U.S. All Cap
13
0.1%
Vanguard Total Stock Market ETF
VTI
C
U.S. All Cap
15
0.05%
Specialty
Vanguard REIT ETF
VNQ
B++
U.S. Real Estate
17
0.1%
Global & Intl. Equity
Vanguard FTSE Developed Markets ETF
VEA
A-
International Large Cap
15
0.09%
Vanguard FTSE Emerging Markets ETF
VWO
C
Emerging Markets
18
0.15%
Bonds
Schwab U.S. TIPs ETF
SCHP
C+
U.S. Treasury - TIPS
4
0.12%
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
C
Bond - U.S. Corporate
6
0.15%
iShares JP Morgan USD Emerging Markets Bond ETF
EMB
C+
Bond - Emerging Market
7
0.6%
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