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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 Target Retirement 2035 Fund Institutional Shares
VITFX
C
U.S. All Cap
11
0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares
VIRSX
C
U.S. All Cap
12
0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares
VITLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares
VILVX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares
VIVLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares
VTRLX
C
U.S. All Cap
13
0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund
VSXFX
C
U.S. All Cap
13
0%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
Vanguard PRIMECAP Fund Admiral Shares
VPMAX
B
U.S. All Cap
17
0.36%
Vanguard Institutional Target Retirement Income Fund Institutional Shares
VITRX
C
U.S. All Cap
5
0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares
VITVX
C
U.S. Large Cap
5
0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares
VITWX
C
U.S. All Cap
7
0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares
VRIVX
C
U.S. All Cap
8
0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares
VTTWX
C
U.S. All Cap
10
0%
Vanguard Wellington Fund Admiral Shares
VWENX
B
U.S. Large Cap
10
0.18%
U.S. Equities - Value
Vanguard Windsor II Fund Admiral Shares
VWNAX
A++
U.S. Large Cap - Value
15
0.28%
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6
ERASX
D++
U.S. Mid Cap - Value
18
0%
Global & Intl. Equity
Vanguard International Value Fund Investor Shares
VTRIX
A
International Large Cap - Value
16
0.43%
Vanguard International Growth Fund Admiral Shares
VWILX
B
Emerging Markets
21
0.35%
Legg Mason BW Global Opportunities Bond Fund Class IS
GOBSX
C++
International Small Cap
6
0.59%
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%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
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