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Palantir Technologies, Inc. 401 (K) Profit Sharing Plan & Trust
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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
American Century Investments One Choice 2045 Portfolio Institutional Class
AOOIX
C
U.S. All Cap
11
0.01%
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
11
0.19%
American Century Investments One Choice 2050 Portfolio Institutional Class
ARFSX
C
U.S. All Cap
11
0.01%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
12
0.19%
American Century Investments One Choice 2055 Portfolio Institutional Class
ARENX
C
U.S. All Cap
12
0.78%
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 2065 Fund Investor Shares
VLXVX
C
U.S. All Cap
13
0%
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%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Janus Henderson Enterprise Fund Class S
F+
U.S. Mid Cap
16
1.17%
Fidelity Small Cap Index
FSSNX
C+
U.S. Small Cap
23
0.05%
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%
American Century Investments One Choice 2025 Portfolio Institutional Class
ARWFX
C
U.S. All Cap
7
0.01%
American Century Investments One Choice In Retirement Portfolio Institutional Class
ATTIX
C
U.S. All Cap
8
0.01%
American Century Investments One Choice 2030 Portfolio Institutional Class
ARCSX
C
U.S. All Cap
8
0.01%
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
D
U.S. All Cap
8
0.17%
American Century Investments One Choice 2035 Portfolio Institutional Class
ARLIX
C
U.S. All Cap
9
0.01%
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%
American Century Investments One Choice 2040 Portfolio Institutional Class
ARDSX
C
U.S. All Cap
10
0.01%
U.S. Equities - Growth
T. Rowe Price New Horizons I
prjix
C-
U.S. Mid Cap - Growth
20
0%
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares
VEIRX
C++
U.S. Mega Cap - Value
14
0.21%
Vanguard Value Index Fund Admiral Shares
VVIAX
C++
U.S. Mega Cap - Value
15
0.09%
Victory Sycamore Established Value Fund Class R6
VEVRX
B++
U.S. Mid Cap - Value
19
0%
DFA U.S. Targeted Value Portfolio Institutional Class
DFFVX
A++
U.S. Small Cap - Value
25
0.37%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
Vanguard Developed Markets Index Fund Admiral Shares
VTMGX
A-
International Large Cap
14
0.09%
BNY Mellon Diversified International Fund Class Y
B-
International Large Cap
14
1.3%
Ivesco Oppenheimer International Growth Fund Class R6
B-
International Large Cap - Growth
16
0.72%
Invesco Oppenheimer Developing Markets R6
C
Emerging Markets
17
0.87%
Fidelity Emerging Markets Index
FPADX
C
Emerging Markets
17
0.1%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard GNMA Fund Admiral Shares
VFIJX
C
Bond - U.S. Mortgages
2
0.11%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Other
American Century Investments One Choice 2020 Portfolio Institutional Class
ARBSX
Other
0
0.01%
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