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Zonar Systems Inc 401(K) Profit Sharing 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 LifeStrategy Growth Fund Investor Shares
VASGX
C
U.S. All Cap
11
0.17%
DFA Global Equity Portfolio Institutional Class
DGEIX
B+
U.S. Mid Cap
15
0.31%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares
VSCGX
C
U.S. All Cap
6
0.15%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares
VSMGX
C
U.S. All Cap
9
0.16%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
D-
U.S. Mid Cap - Growth
21
0.51%
Vanguard Small-Cap Growth Index Fund Admiral Shares
VSGAX
C--
U.S. Small Cap - Growth
21
0%
Vanguard LifeStrategy Income Fund Investor Shares
VASIX
C--
U.S. All Cap - Growth
4
0.13%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares
VVIAX
C++
U.S. Mega Cap - Value
15
0.09%
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
D++
U.S. Mid Cap - Value
18
0.09%
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
B++
U.S. Small Cap - Value
22
0.09%
Specialty
DFA Commodity Strategy Portfolio Institutional Class Shares
DCMSX
A++
Commodities
13
0.34%
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
Vanguard Developed Markets Index Fund Admiral Shares
VTMGX
A-
International Large Cap
14
0.09%
DFA International Core Equity Portfolio Institutional Class
DFIEX
D++
International Small Cap
15
0.39%
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
A
Emerging Markets
15
0.63%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard GNMA Fund Admiral Shares
VFIJX
C
Bond - U.S. Mortgages
2
0.11%
Dodge & Cox Income Fund
DODIX
C
Bond - U.S. Corporate
3
0.43%
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