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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 Health Care Fund Admiral Shares
VGHAX
D
U.S. Large Cap
14
0.3%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Vanguard Wellington Fund Admiral Shares
VWENX
B
U.S. Large Cap
10
0.18%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
B-
U.S. Mid Cap - Growth
19
0.09%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A--
U.S. Small Cap - Growth
20
0.1%
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
Vanguard Small Capitalization Growth Index Fund Investor Shares
VISGX
C--
U.S. Small Cap - Growth
21
0.24%
U.S. Equities - Value
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
B++
U.S. Small Cap - Value
22
0.09%
Vanguard Selected Value Fund Investor Shares
VASVX
F++
U.S. Mid Cap - Value
23
0.43%
Bonds
Vanguard Short-Term Investment-Grade Fund Admiral Shares
VFSUX
B-
Bond - Multi Sector
1
0.1%
Other
Vanguard High Dividend Yield Index Fund Investor Shares
VHDYX
Other
0
0.19%
Vanguard Developed Markets Index Fund Admiral Shares
VDMAX
Other
0
0.1%
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