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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 Index
C
U.S. All Cap
13
0.1%
Vanguard Global Equity Fund Investor Shares
VHGEX
C
U.S. All Cap
15
0.61%
Vanguard Growth and Income Fund Investor Shares
VQNPX
C
U.S. Large Cap
15
0.36%
Vanguard 500 Index Fund Investor Class
VFINX
C
U.S. Large Cap
15
0.17%
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
C+
U.S. Mid Cap
16
0.24%
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
C-
U.S. Mega Cap
16
0.16%
Vanguard Diversified Equity Fund Investor Shares
VDEQX
D
U.S. All Cap
17
0.41%
Vanguard Small Capitalization Index Fund Investor Shares
NAESX
B+
U.S. Small Cap
19
0.24%
Vanguard Balanced Index Fund Investor Shares
VBINX
D
U.S. All Cap
10
0.24%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Investor Shares
VMGIX
B-
U.S. Mid Cap - Growth
19
0.24%
Vanguard Explorer Fund Investor Class
VEXPX
A--
U.S. Small Cap - Growth
19
0.5%
Vanguard Extended Market Index Fund Investor Shares
VEXMX
A--
U.S. Small Cap - Growth
20
0.24%
Vanguard Growth Index Fund Investor Shares
VIGRX
C--
U.S. Large Cap - Growth
20
0.24%
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
D-
U.S. Mid Cap - Growth
21
0.51%
Vanguard Small Capitalization Growth Index Fund Investor Shares
VISGX
C--
U.S. Small Cap - Growth
21
0.24%
Vanguard U.S Growth Portfolio Fund Investor Shares
VWUSX
D--
U.S. All Cap - Growth
24
0.45%
U.S. Equities - Value
Vanguard Dividend Growth Fund Investor Shares
VDIGX
C++
U.S. Mega Cap - Value
13
0.31%
Vanguard Equity-Income Fund Investor Shares
VEIPX
C++
U.S. Mega Cap - Value
14
0.3%
Vanguard High Dividend Yield Index Fund
C++
U.S. Mega Cap - Value
15
0.1%
Vanguard Value Index Fund Investor Shares
VIVAX
C++
U.S. Mega Cap - Value
15
0.24%
Vanguard Mid-Cap Value Index Fund Investor Shares
VMVIX
D++
U.S. Mid Cap - Value
18
0.24%
Vanguard Energy Fund Investor Shares
VGENX
F++
U.S. All Cap - Value
22
0.38%
Vanguard Small Capitalization Value Index Fund Investor Shares
VISVX
B++
U.S. Small Cap - Value
22
0.24%
Global & Intl. Equity
Vanguard FTSE All-World ex-US Index Fund Admiral Shares
VFWAX
A-
International Large Cap
14
0.15%
Vanguard Developed Markets Index Fund Admiral Shares
VTMGX
A-
International Large Cap
14
0.09%
Vanguard European Stock Index Fund Investor Shares
VEURX
B+
Europe
16
0.26%
Vanguard Emerging Markets Stock Index Fund Investor Shares
VEIEX
C
Emerging Markets
17
0.33%
Bonds
Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares
VWITX
C+
Bond - U.S. Municipals
1
0.2%
Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares
VCAIX
C+
Bond - U.S. Municipals
2
0.2%
Vanguard GNMA Fund Investor Shares
VFIIX
C
Bond - U.S. Mortgages
2
0.21%
Vanguard California Long-Term Tax-Exempt Fund Investor Shares
VCITX
C+
Bond - U.S. Municipals
2
0.2%
Vanguard Intermediate-Term Treasury Fund Investor Shares
VFITX
C-
U.S. Treasury - Short / Intermediate
2
0.2%
Vanguard High-Yield Corporate Fund Investor Shares
VWEHX
C++
Bond - U.S. High Yield
3
0.23%
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares
VFICX
B-
Bond - Multi Sector
3
0.2%
Vanguard Intermediate-Term Bond Index Fund Investor Shares
VBIIX
C-
Bond - Multi Sector
3
0.2%
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
C+
U.S. Treasury - TIPS
4
0.2%
Vanguard Long-Term Investment-Grade Fund Admiral Shares
VWETX
A-
Bond - Multi Sector
9
0.12%
Other
Vanguard Capital Value Fund Investor Shares
VCVLX
Other
0
0.41%
Vanguard U.S. Value Fund Investor Shares
VUVLX
Other
0
0.29%
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