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CUNA 5 7/7/14
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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 Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
Specialty
Vanguard REIT Index Fund Institutional Shares
VGSNX
B++
U.S. Real Estate
18
0.08%
Global & Intl. Equity
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
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