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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 Institutional Target Retirement 2035 Fund Institutional Shares
VITFX
C
U.S. All Cap
11
0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares
VIRSX
C
U.S. All Cap
12
0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares
VITLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares
VILVX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares
VIVLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares
VTRLX
C
U.S. All Cap
13
0%
Vanguard Global Equity Fund Investor Shares
VHGEX
C
U.S. All Cap
15
0.61%
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 FTSE Social Index Fund Institutional Shares
VFTNX
C-
U.S. Mega Cap
16
0.16%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Vanguard Institutional Target Retirement Income Fund Institutional Shares
VITRX
C
U.S. All Cap
5
0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares
VITVX
C
U.S. Large Cap
5
0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares
VITWX
C
U.S. All Cap
7
0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares
VRIVX
C
U.S. All Cap
8
0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares
VTTWX
C
U.S. All Cap
10
0%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
B-
U.S. Mid Cap - Growth
19
0.09%
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares
VSGAX
C--
U.S. Small Cap - Growth
21
0%
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 Institutional Shares
VSIIX
B++
U.S. Small Cap - Value
22
0.08%
Specialty
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%
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
C
Emerging Markets
17
0.15%
Bonds
Vanguard Federal Money Market Fund
C
U.S. Cash / Money Market
0
0%
Vanguard Total International Bond Index Fund Admiral Shares
VTABX
C-
U.S. Treasury - Intermediate
2
0.2%
Vanguard High-Yield Corporate Fund Admiral Shares
VWEAX
C++
Bond - U.S. High Yield
3
0.13%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares
VBILX
C-
Bond - Multi Sector
3
0.1%
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