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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 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2065 Fund Investor Shares
VLXVX
C
U.S. All Cap
13
0%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
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 Total World Stock Index Fund Institutional Shares
VTWIX
C
U.S. All Cap
14
0.16%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
VITPX
D
U.S. All Cap
16
0.02%
Vanguard PRIMECAP Fund Admiral Shares
VPMAX
B
U.S. All Cap
17
0.36%
Vanguard Small-Cap Index Fund Institutional Plus Shares
VSCPX
B+
U.S. Small Cap
19
0.06%
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
Vanguard Extended Market Index Fund Investor Shares
VEXMX
A--
U.S. Small Cap - Growth
20
0.24%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares
VVIAX
C++
U.S. Mega Cap - Value
15
0.09%
Vanguard Windsor II Fund Admiral Shares
VWNAX
A++
U.S. Large Cap - Value
15
0.28%
Chevron Corporation
CVX
F++
U.S. All Cap - Value
34
0%
Specialty
Vanguard REIT Index Fund Institutional Shares
VGSNX
B++
U.S. Real Estate
18
0.08%
Global & Intl. Equity
Vanguard Developed Markets Index Instl
VTMNX
A-
International Large Cap
14
0.07%
Capital Group EuroPacific Growth Trust
A-
International Large Cap - Growth
16
0.49%
Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares
VEMRX
C
Emerging Markets
17
0.1%
Bonds
Vanguard Federal Money Market
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Bond Index Fund Institutional Plus Shares
VBIPX
C-
U.S. Treasury - Short / Intermediate
1
0.05%
Dodge & Cox Income Fund
DODIX
C
Bond - U.S. Corporate
3
0.43%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
State Street US Inflation Protected Bond Index
C+
U.S. Treasury - TIPS
4
0.2%
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