Jawbone 401(k) Plan

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 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 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%
Calvert Equity Portfolio Class I	CEYIX	D	U.S. Large Cap	15	0.65%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Calvert Capital Accumulation Fund Class I	CCPIX	F+	U.S. Mid Cap	16	0.85%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
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
MassMutual Select Mid Cap Growth Equity Fund II Class I	MEFZX	B-	U.S. Mid Cap - Growth	17	0.73%
Oppenheimer Global Fund Class Fund Class Y	OGLYX	A--	U.S. All Cap - Growth	18	0.92%
Principal LargeCap Growth Fund I Institutional Class	PLGIX	B--	U.S. All Cap - Growth	19	0.61%
ClearBridge Small Cap Growth Fund Class I	SBPYX	A--	U.S. Small Cap - Growth	22	0.9%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class Y	LCEYX	D++	U.S. All Cap - Value	15	0.61%
Wells Fargo Special Mid Cap Value Fund - Class R6	WFPRX	C++	U.S. Mid Cap - Value	18	0.81%
JPMorgan Small Cap Value Fund Class R6	JSVUX	C++	U.S. Small Cap - Value	27	0.85%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
Dreyfus International Equity Fund Class I	DIERX	B-	International Large Cap	14	0.85%
DFA Emerging Markets Core Equity Portfolio Institutional Class	DFCEX	A	Emerging Markets	15	0.63%
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Bonds
MIP Cl 1 (Stable Value)		C	U.S. Cash / Money Market	0	0%
DFA Short-Term Government Portfolio Institutional Class	DFFGX	C	Bond - U.S. Mortgages	1	0.19%
AB Global Bond Fund Class I	ANAIX	C	Bond - U.S. Corporate	2	0.58%
JPMorgan Core Plus Bond Fund Class R6	JCPUX	B-	Bond - Multi Sector	3	0.4%
Eaton Vance High Income Opportunities Fund Class I	EIHIX	B++	Bond - U.S. High Yield	4	0.66%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Other
Vanguard FTSE Social Index Fund Investor Shares	VFTSX		Other	0	0.28%

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