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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 Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
11
0.19%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
12
0.19%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
Neuberger Berman Socially Responsive Fund Institutional Class
NBSLX
B
U.S. All Cap
15
0.69%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
5
0.17%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
D
U.S. Large Cap
7
0.17%
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
D
U.S. All Cap
8
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
9
0.18%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Growth
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
D-
U.S. Mid Cap - Growth
21
0.51%
T. Rowe Price Global Technology Fund
PRGTX
B-
U.S. Mid Cap - Growth
29
0.95%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares
VEIRX
C++
U.S. Mega Cap - Value
14
0.21%
Columbia Mid Cap Value Trust, Class A
C++
U.S. Mid Cap - Value
19
0.92%
T. Rowe Price Small-Cap Value Equity Trust, Class D
B++
U.S. Small Cap - Value
20
0.81%
Vanguard Materials Index Fund Admiral Shares
VMIAX
D++
U.S. Mid Cap - Value
21
0.14%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
D++
International Small Cap
14
0.12%
American Funds New World Fund Class R-6
RNWGX
A
Emerging Markets
16
0.65%
William Blair Institutional International Growth Fund
WBIIX
A-
International Large Cap - Growth
16
0.97%
Bonds
Vanguard Prime Money Market Fund Admiral Shares
VMRXX
C
U.S. Cash / Money Market
0
0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class
PFORX
C+
Bond - Emerging Market
2
0.5%
Dodge & Cox Income Fund
DODIX
C
Bond - U.S. Corporate
3
0.43%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
BlackRock High Yield Bond Portfolio Class K
BRHYX
B++
Bond - U.S. High Yield
4
0.54%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
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