Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Vanguard Target Retirement Trust Plus 2035 | | C | U.S. All Cap | 11 | 0.19% |
Vanguard Target Retirement Trust Plus 2040 | | C | U.S. All Cap | 12 | 0.19% |
Vanguard Target Retirement Trust Plus 2045 | | C | U.S. All Cap | 13 | 0.19% |
Vanguard Target Retirement Trust Plus 2060 | | C | U.S. All Cap | 13 | 0.18% |
Vanguard Target Retirement Trust Plus 2065 | | C | U.S. All Cap | 13 | 0% |
Vanguard Target Retirement Trust Plus 2055 | | C | U.S. All Cap | 13 | 0.19% |
Vanguard Target Retirement Trust Plus 2050 | | C | U.S. All Cap | 13 | 0.19% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | C | U.S. Large Cap | 15 | 0.02% |
T. Rowe Price Small/Mid Cap Growth | | F+ | U.S. Mid Cap | 17 | 0% |
Vanguard Target Retirement Trust Plus Income | | C | U.S. All Cap | 5 | 0.17% |
Vanguard Target Retirement Trust Plus 2015 | | D | U.S. Large Cap | 7 | 0.17% |
Vanguard Target Retirement Trust Plus 2020 | | D | U.S. All Cap | 8 | 0.17% |
Vanguard Target Retirement Trust Plus 2025 | | D | U.S. All Cap | 9 | 0.18% |
Vanguard Target Retirement Trust Plus 2030 | | C | U.S. All Cap | 10 | 0.18% |
U.S. Equities - Growth | | | | | |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | A-- | U.S. Small Cap - Growth | 20 | 0.08% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | D-- | U.S. Large Cap - Growth | 21 | 0.74% |
U.S. Equities - Value | | | | | |
T. Rowe Price Equity Income Fund | PRFDX | C++ | U.S. All Cap - Value | 17 | 0.67% |
T. Rowe Price Small/Mid Cap Value | | C++ | U.S. Mid Cap - Value | 18 | 1.31% |
Global & Intl. Equity | | | | | |
Vanguard Developed Markets Index Instl | VTMNX | A- | International Large Cap | 14 | 0.07% |
Wellington CIF II International Opportunities Series | | B- | International Large Cap | 15 | 0.34% |
Bonds | | | | | |
Vanguard Federal Money Market Inv. | | C | U.S. Cash / Money Market | 0 | 0% |
Prudential Core Bond Fund 7 | | B- | Bond - Multi Sector | 3 | 0.71% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | C- | Bond - Multi Sector | 3 | 0.07% |