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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
T. Rowe Price Dividend Growth Fund
PRDGX
C
U.S. Large Cap
13
0.66%
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
C
U.S. All Cap
16
0.17%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
U.S. Equities - Growth
T. Rowe Price Growth Stock Fund
PRGFX
B--
U.S. Large Cap - Growth
20
0.69%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I
OAKBX
A++
U.S. All Cap - Value
13
0.77%
Specialty
Virtus Real Estate Securities Fund Class A
PHRAX
B++
U.S. Real Estate
19
1.4%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
D++
International Small Cap
14
0.22%
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%
Dodge & Cox Income Fund
DODIX
C
Bond - U.S. Corporate
3
0.43%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
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