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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 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
13
0.19%
Vanguard 500 Index Fund Investor Class
VFINX
C
U.S. Large Cap
15
0.17%
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 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
9
0.18%
U.S. Equities - Growth
American Funds The Growth Fund of America Class A
AGTHX
B--
U.S. All Cap - Growth
18
0.7%
Vanguard Explorer Fund Investor Class
VEXPX
A--
U.S. Small Cap - Growth
19
0.5%
U.S. Equities - Value
CRM Mid Cap Value Fund Class Institutional
CRIMX
B++
U.S. Mid Cap - Value
18
0.81%
Vanguard Windsor Fund Investor Share
VWNDX
C++
U.S. All Cap - Value
18
0.37%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
F++
U.S. Small Cap - Value
25
0.98%
Vanguard Wellesley Income Fund Investor Shares
VWINX
C++
U.S. Mega Cap - Value
5
0.25%
Specialty
Vanguard REIT Index Fund Investor Shares
VGSIX
B++
U.S. Real Estate
18
0.24%
Global & Intl. Equity
Vanguard International Value Fund Investor Shares
VTRIX
A
International Large Cap - Value
16
0.43%
Vanguard International Growth Fund Investor Shares
VWIGX
B
Emerging Markets
21
0.48%
Bonds
Vanguard Prime Money Market Fund Investor Shares
VMMXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard GNMA Fund Investor Shares
VFIIX
C
Bond - U.S. Mortgages
2
0.21%
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
C-
Bond - Multi Sector
3
0.2%
Other
AMG TimesSquare All Cap Growth Fund Class N
MTGVX
Other
0
1.3%
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