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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 Plus Shares
VIIIX
C
U.S. Large Cap
15
0.02%
Vanguard Mid-Cap Index Fund Institutional Plus Shares
VMCPX
C+
U.S. Mid Cap
16
0.06%
Vanguard PRIMECAP Fund Admiral Shares
VPMAX
B
U.S. All Cap
17
0.36%
Vanguard Capital Opportunity Fund Admiral Shares
VHCAX
B
U.S. All Cap
18
0.41%
Vanguard Small-Cap Index Fund Institutional Plus Shares
VSCPX
B+
U.S. Small Cap
19
0.06%
Vanguard Wellington Fund Admiral Shares
VWENX
B
U.S. Large Cap
10
0.18%
U.S. Equities - Growth
Fidelity OTC Portfolio
FOCPX
B--
U.S. All Cap - Growth
22
0.74%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Institutional Plus Shares
VBMPX
C-
Bond - Multi Sector
3
0.05%
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