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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 Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
U.S. Equities - Growth
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Vanguard Explorer Fund Admiral Shares
VEXRX
A--
U.S. Small Cap - Growth
19
0.34%
Harbor Capital Appreciation Fund Institutional Class
HACAX
F--
U.S. All Cap - Growth
25
0.65%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund
FLPSX
A++
U.S. All Cap - Value
15
0.79%
Vanguard Windsor II Fund Admiral Shares
VWNAX
A++
U.S. Large Cap - Value
15
0.28%
Oakmark Select Fund Class I
OAKLX
A++
U.S. All Cap - Value
20
1.01%
T. Rowe Price Group Inc
TROW
A++
U.S. Mega Cap - Value
25
0%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
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%
PIMCO Total Return II Fund Institutional Class
PMBIX
B-
Bond - Multi Sector
3
0.5%
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