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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 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%
Oppenheimer Main Street Fund Class A
MSIGX
C
U.S. Large Cap
15
0.93%
Oppenheimer Main Street Mid Cap Fund Class Y
OPMYX
C+
U.S. Mid Cap
15
0.84%
Dreyfus Structured Midcap Fund Class A
DPSAX
D+
U.S. Mid Cap
19
1.26%
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
T. Rowe Price Growth Stock Fund Advisor Class
TRSAX
B--
U.S. Large Cap - Growth
20
0.93%
U.S. Equities - Value
T. Rowe Price Equity Income Fund Advisor Class
PAFDX
C++
U.S. All Cap - Value
17
0.94%
Columbia Mid Cap Value Fund Class A
CMUAX
C++
U.S. Mid Cap - Value
20
1.17%
Global & Intl. Equity
Thornburg International Value Fund Class R5
TIVRX
A+
Europe
14
0.96%
American Funds EuroPacific Growth Fund Class R-5
RERFX
A-
International Large Cap - Growth
16
0.54%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Franklin Total Return Fund Advisor Class
FBDAX
B-
Bond - Multi Sector
3
0.63%
Columbia Income Opportunities Fund Class A
AIOAX
C++
Bond - U.S. High Yield
3
1.08%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
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