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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%
Fidelity Puritan Fund Class K
FPUKX
C
U.S. Large Cap
12
0.46%
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%
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
C
U.S. Large Cap
15
0.02%
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 Magellan Fund Class K
FMGKX
D--
U.S. Large Cap - Growth
18
0.39%
Wells Fargo Small Company Growth Fund - Class Inst
WSCGX
A--
U.S. Small Cap - Growth
20
0.95%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
Fidelity Growth Company Fund Class K
FGCKX
B--
U.S. All Cap - Growth
23
0.71%
U.S. Equities - Value
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
F++
U.S. Small Cap - Value
25
0.98%
Global & Intl. Equity
Vanguard FTSE All-World ex-US Index Fund Institutional Shares
VFWSX
A-
International Large Cap
14
0.12%
Fidelity Diversified International Fund Class K
FDIKX
B-
International Large Cap - Growth
14
0.78%
Oakmark Global Fund Class I
OAKGX
A
International Large Cap - Value
19
1.13%
Bonds
Vanguard Prime Money Market Fund Admiral Shares
VMRXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
PIMCO High Yield Fund Institutional Class
PHIYX
C++
Bond - U.S. High Yield
3
0.55%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
Other
Vanguard Target Retirement 2005 Inv
VTOVX
Other
0
0.17%
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
American Century Investments Equity Index Fund Institutional Class
ACQIX
Other
0
0.29%
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