Vanguard-CPB-IRA-Rollover

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Health Care Fund Investor Shares	VGHCX	C	U.S. Large Cap	14	0.35%
U.S. Equities - Growth
Spectra Energy Corp.	SE	A-	U.S. Mid Cap - Growth	60	0%
U.S. Equities - Value
Vanguard Dividend Growth Fund Investor Shares	VDIGX	C++	U.S. Mega Cap - Value	13	0.31%
Norfolk Southern Corp.	NSC	F++	U.S. Mid Cap - Value	23	0%
Specialty
Southern Co	SO	F++	U.S. Real Estate	19	0%
Duke Energy Corp	DUK	B++	U.S. Real Estate	20	0%
Portland General Electric Company	POR	D++	U.S. Real Estate	27	0%
Global & Intl. Equity
Banco Santander, S.A. (ADR)	SAN	A	International Large Cap - Value	42	0%
Bonds
Vanguard Prime Money Market Fund Investor Shares	VMMXX	C	U.S. Cash / Money Market	0	0%
Vanguard High-Yield Corporate Fund Investor Shares	VWEHX	C++	Bond - U.S. High Yield	3	0.23%
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares	VFICX	B-	Bond - Multi Sector	3	0.2%
Vanguard Long-Term Corporate Bond Index Fund Admiral Shares	VLTCX	A-	Bond - Multi Sector	9	0.12%
Vanguard Long-Term Investment-Grade Fund Investor Shares	VWESX	A-	Bond - Multi Sector	9	0.22%
Other
Vanguard High Dividend Yield Index Fund Investor Shares	VHDYX		Other	0	0.19%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information