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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 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 Mid-Cap Index Fund Investor Shares
VIMSX
C+
U.S. Mid Cap
16
0.24%
IronBridge Small Cap Fund
F+
U.S. Mid Cap
20
1.07%
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 Institutional Large Cap Growth Fund
TRLGX
A--
U.S. Large Cap - Growth
20
0.56%
U.S. Equities - Value
Dodge & Cox Balanced Fund
DODBX
A++
U.S. All Cap - Value
12
0.53%
American Funds Washington Mutual Investors Fund Class R-5
RWMFX
D++
U.S. Mega Cap - Value
14
0.35%
Global & Intl. Equity
Thornburg International Value Fund Class I
TGVIX
A+
Europe
14
0.86%
Bonds
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%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
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