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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 Dividend Appreciation IndexCU.S. All Cap13fund risk0.1%
Vanguard Global Equity Fund Investor SharesVHGEXCU.S. All Cap15fund risk0.61%
Vanguard Growth and Income Fund Investor SharesVQNPXCU.S. Large Cap15fund risk0.36%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap15fund risk0.17%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXC+U.S. Mid Cap16fund risk0.24%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC-U.S. Mega Cap16fund risk0.16%
Vanguard Diversified Equity Fund Investor SharesVDEQXDU.S. All Cap17fund risk0.41%
Vanguard Small Capitalization Index Fund Investor SharesNAESXB+U.S. Small Cap19fund risk0.24%
Vanguard Balanced Index Fund Investor SharesVBINXDU.S. All Cap10fund risk0.24%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Index Fund Investor SharesVMGIXB-U.S. Mid Cap - Growth19fund risk0.24%
Vanguard Explorer Fund Investor ClassVEXPXA--U.S. Small Cap - Growth19fund risk0.5%
Vanguard Extended Market Index Fund Investor SharesVEXMXA--U.S. Small Cap - Growth20fund risk0.24%
Vanguard Growth Index Fund Investor SharesVIGRXC--U.S. Large Cap - Growth20fund risk0.24%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXD-U.S. Mid Cap - Growth21fund risk0.51%
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXC--U.S. Small Cap - Growth21fund risk0.24%
Vanguard U.S Growth Portfolio Fund Investor SharesVWUSXD--U.S. All Cap - Growth24fund risk0.45%
U.S. Equities - Value     
Vanguard Dividend Growth Fund Investor SharesVDIGXC++U.S. Mega Cap - Value13fund risk0.31%
Vanguard Equity-Income Fund Investor SharesVEIPXC++U.S. Mega Cap - Value14fund risk0.3%
Vanguard High Dividend Yield Index FundC++U.S. Mega Cap - Value15fund risk0.1%
Vanguard Value Index Fund Investor SharesVIVAXC++U.S. Mega Cap - Value15fund risk0.24%
Vanguard Mid-Cap Value Index Fund Investor SharesVMVIXD++U.S. Mid Cap - Value18fund risk0.24%
Vanguard Energy Fund Investor SharesVGENXF++U.S. All Cap - Value22fund risk0.38%
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXB++U.S. Small Cap - Value22fund risk0.24%
Global & Intl. Equity     
Vanguard FTSE All-World ex-US Index Fund Admiral SharesVFWAXA-International Large Cap14fund risk0.15%
Vanguard Developed Markets Index Fund Admiral SharesVTMGXA-International Large Cap14fund risk0.09%
Vanguard European Stock Index Fund Investor SharesVEURXB+Europe16fund risk0.26%
Vanguard Emerging Markets Stock Index Fund Investor SharesVEIEXCEmerging Markets17fund risk0.33%
Bonds     
Vanguard Intermediate-Term Tax-Exempt Fund Investor SharesVWITXC+Bond - U.S. Municipals1fund risk0.2%
Vanguard California Intermediate-Term Tax-Exempt Fund Investor SharesVCAIXC+Bond - U.S. Municipals2fund risk0.2%
Vanguard GNMA Fund Investor SharesVFIIXCBond - U.S. Mortgages2fund risk0.21%
Vanguard California Long-Term Tax-Exempt Fund Investor SharesVCITXC+Bond - U.S. Municipals2fund risk0.2%
Vanguard Intermediate-Term Treasury Fund Investor SharesVFITXC-U.S. Treasury - Short / Intermediate2fund risk0.2%
Vanguard High-Yield Corporate Fund Investor SharesVWEHXC++Bond - U.S. High Yield3fund risk0.23%
Vanguard Intermediate-Term Investment-Grade Fund Investor SharesVFICXB-Bond - Multi Sector3fund risk0.2%
Vanguard Intermediate-Term Bond Index Fund Investor SharesVBIIXC-Bond - Multi Sector3fund risk0.2%
Vanguard Inflation-Protected Securities Fund Investor SharesVIPSXC+U.S. Treasury - TIPS4fund risk0.2%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXA-Bond - Multi Sector9fund risk0.12%
Other     
Vanguard Capital Value Fund Investor SharesVCVLX Other0fund risk0.41%
Vanguard U.S. Value Fund Investor SharesVUVLX Other0fund risk0.29%
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