Jewish Community Federation 403(B) 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 Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Parnassus Core Equity Fund - Institutional Shares	PRILX	C	U.S. Large Cap	15	0.69%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	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 Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
DFA Global Allocation 60/40 Portfolio Institutional Class	DGSIX	B+	U.S. Mid Cap	9	0.29%
Vanguard Balanced Index Fund Admiral Shares	VBIAX	C	U.S. All Cap	9	0.09%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All 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%
TIAA-CREF Large-Cap Growth Index Fund Institutional Class	TILIX	C--	U.S. Large Cap - Growth	20	0.07%
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
U.S. Equities - Value
DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	C++	U.S. All Cap - Value	18	0.27%
Vanguard Energy Index Fund Admiral Shares	VENAX	A++	U.S. Small Cap - Value	38	0.14%
Specialty
DFA Real Estate Securities Portfolio Institutional Class	DFREX	C++	U.S. Real Estate	18	0.18%
Global & Intl. Equity
TIAA-CREF International Equity Index Fund Institutional Class	TCIEX	B-	International Large Cap	14	0.07%
DFA Emerging Markets Core Equity Portfolio Institutional Class	DFCEX	A	Emerging Markets	15	0.63%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Bonds
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
Eaton Vance Floating-Rate & High Income Fund Class I	EIFHX	A++	Bond - U.S. High Yield	2	0.82%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
American Funds Capital World Bond Fund Class R-6	RCWGX	D+	Bond - Emerging Market	4	0.52%
American Funds American High-Income Trust Class R-6	RITGX	A++	Bond - U.S. High Yield	4	0.35%
Other
Vanguard Long-Term Bond Index Fund Investor Shares	VBLTX		Other	0	0.2%
Schwab Value Advantage Money Fund Investor Shares	SWVXX		Other	0	0%

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