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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 Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
iShares MSCI ACWI ETF
ACWI
C
U.S. All Cap
14
0%
American Funds Fundamental Investors Class A
ANCFX
C
U.S. Large Cap
15
0.63%
Fidelity Advisor Small Cap Fund I Class
FSCIX
A+
U.S. Small Cap
20
0.7%
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%
BlackRock Global Allocation Fund, Inc. Investor A Shares
MDLOX
C
U.S. All Cap
10
1.05%
U.S. Equities - Growth
Oppenheimer Global Fund Class I
OGLIX
A--
U.S. All Cap - Growth
18
0.71%
American Funds The Growth Fund of America Class A
AGTHX
B--
U.S. All Cap - Growth
18
0.7%
Goldman Sachs Technology Opportunities Fund Class A
GITAX
D--
U.S. All Cap - Growth
22
1.5%
Franklin Biotechnology Discovery Fund Class A
FBDIX
F
U.S. Micro Cap - Growth
25
1.1%
Morgan Stanley Multi Cap Growth Trust Class A
CPOAX
F-
U.S. Mid Cap - Growth
34
1.3%
Specialty
Franklin Utilities Class A
FKUTX
F++
U.S. Real Estate
16
0.75%
Vanguard REIT Index Fund Investor Shares
VGSIX
B++
U.S. Real Estate
18
0.24%
Global & Intl. Equity
SPDR MSCI ACWI ex-US ETF
CWI
A-
International Large Cap
15
0.34%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
Transamerica Partners Mid Value Fund
DVMVX
Other
0
0.7%
Transamerica Partners Stock Index Fund
DSKIX
Other
0
0.65%
Franklin Mutual International Fund Class C
FCMIX
Other
0
0%
SSgA U.S. Government Money Market Fund N Class
SSGXX
Other
0
0%
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