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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 Institutional Index Fund Institutional Plus Shares
VIIIX
C
U.S. Large Cap
15
0.02%
Vanguard PRIMECAP Fund Admiral Shares
VPMAX
B
U.S. All Cap
17
0.36%
T. Rowe Price Institutional Small-Cap Stock Fund
TRSSX
A+
U.S. Small Cap
17
0.68%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
Global & Intl. Equity
Artisan International Fund Institutional Class
APHIX
C-
International Large Cap - Growth
14
0.97%
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
D++
International Small Cap
14
0.12%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Inflation-Protected Securities Fund Institutional Shares
VIPIX
C+
U.S. Treasury - TIPS
4
0.07%
Other
Vanguard Morgan Growth Fund Admiral Shares
VMRAX
Other
0
0.25%
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