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Choicestream, Inc. 401(K) Plan
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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 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Wellington Fund Admiral Shares
VWENX
B
U.S. Large Cap
10
0.18%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6
RNPGX
A--
U.S. All Cap - Growth
17
0.45%
Domini Social Equity Fund Investor Class
DSEFX
C--
U.S. All Cap - Growth
17
1.24%
Vanguard Explorer Fund Admiral Shares
VEXRX
A--
U.S. Small Cap - Growth
19
0.34%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A--
U.S. Small Cap - Growth
20
0.1%
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
Vanguard Windsor II Fund Admiral Shares
VWNAX
A++
U.S. Large Cap - Value
15
0.28%
Cambiar Small Cap Institutional Class
CAMZX
B++
U.S. Small Cap - Value
18
1.05%
Ariel Appreciation Fund Investor Class
CAAPX
B++
U.S. Mid Cap - Value
18
1.13%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
PIMCO Short-Term Fund Institutional Class
PTSHX
C-
Pacific ex-Japan
1
0.45%
American Funds EuroPacific Growth Fund Class R-4
REREX
A-
International Large Cap - Growth
16
0.84%
Oppenheimer Developing Markets Fund Class A
ODMAX
C
Emerging Markets
17
1.35%
Bonds
Vanguard Prime Money Market Fund Investor Shares
VMMXX
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Templeton Global Bond Fund Advisor Class
TGBAX
C-
U.S. Treasury - Short / Intermediate
3
0.61%
American Funds American High-Income Trust Class R-6
RITGX
A++
Bond - U.S. High Yield
4
0.35%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
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