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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
Schwab S&P 500 Index Fund
SWPPX
C
U.S. Large Cap
15
0.09%
BlackRock S&P 500 Index Fund Class K Share
WFSPX
C
U.S. Large Cap
15
0.16%
Vanguard Small Capitalization Index Fund Investor Shares
NAESX
B+
U.S. Small Cap
19
0.24%
U.S. Equities - Growth
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
TIAA-CREF Large-Cap Growth Index Fund Retirement Class
TRIRX
C--
U.S. Large Cap - Growth
20
0.32%
Vanguard Small Capitalization Growth Index Fund Investor Shares
VISGX
C--
U.S. Small Cap - Growth
21
0.24%
U.S. Equities - Value
TIAA-CREF Large-Cap Value Index Fund Retirement Class
TRCVX
C++
U.S. Large Cap - Value
15
0.32%
Specialty
PIMCO CommodityRealReturn Strategy Fund Institutional Class
PCRIX
A++
Commodities
14
0.74%
American Century Global Gold Fund Investor Class
BGEIX
D--
Gold
34
0.67%
Global & Intl. Equity
Vanguard Emerging Markets Stock Index Fund Investor Shares
VEIEX
C
Emerging Markets
17
0.33%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Federal Fund Investor Shares
VSGBX
C
Bond - U.S. Mortgages
1
0.2%
Vanguard Long-Term Treasury Fund Admiral Shares
VUSUX
C--
U.S. Treasury - Long
12
0.1%
Vanguard High-Yield Corporate Fund Investor Shares
VWEHX
C++
Bond - U.S. High Yield
3
0.23%
PIMCO Real Return Fund Institutional Class
PRRIX
C+
U.S. Treasury - TIPS
4
0.45%
Other
Vanguard Total World Stock Index Investor Shares
VTWSX
Other
0
0.3%
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