The Auto Club Group Tax Deferred Savings Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
Vanguard Mid-Cap Index Fund Investor Shares	VIMSX	C+	U.S. Mid Cap	16	0.24%
Vanguard Small Capitalization Index Fund Investor Shares	NAESX	B+	U.S. Small Cap	19	0.24%
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 Wellington Fund Investor Shares	VWELX	B	U.S. Large Cap	10	0.26%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Total Bond Market Index Fund Investor Shares	VBMFX	C-	Bond - Multi Sector	3	0.2%
Vanguard Inflation-Protected Securities Fund Investor Shares	VIPSX	C+	U.S. Treasury - TIPS	4	0.2%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information