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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 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
D
U.S. Large Cap
7
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
9
0.18%
U.S. Equities - Growth
Janus Triton Fund Class S
JGMIX
B--
U.S. Small Cap - Growth
19
1.18%
Fidelity Advisor Equity Growth Fund Class T
FAEGX
C--
U.S. All Cap - Growth
19
1.28%
U.S. Equities - Value
MFS Value Fund Class R3
MEIHX
C++
U.S. Mega Cap - Value
14
0.91%
RidgeWorth Ceredex Large Cap Value Equity Fund I Shares
STVTX
C++
U.S. Large Cap - Value
16
0.91%
Goldman Sachs Mid Cap Value Fund Class A
GCMAX
C++
U.S. Mid Cap - Value
17
1.14%
RidgeWorth Ceredex Small Cap Value Equity Fund Class Institutional
SCETX
C++
U.S. Mid Cap - Value
19
1.22%
AB Discovery Value Fund Class A
ABASX
C++
U.S. Mid Cap - Value
24
1.22%
T. Rowe Price Group Inc
TROW
A++
U.S. Mega Cap - Value
25
0%
Wells Fargo & Co
WFC
A++
U.S. All Cap - Value
38
0%
Global & Intl. Equity
BlackRock International Opportunities Portfolio Investor A Shares
BREAX
C+
Europe
13
1.52%
Goldman Sachs Emerging Markets Equity Fund Institutional Class
GEMIX
B
Emerging Markets
18
1.33%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Bond Index Fund Admiral Shares
VBIRX
C-
U.S. Treasury - Short / Intermediate
1
0.1%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
RidgeWorth Seix High Yield Fund Class Institutional
SAMHX
C++
Bond - U.S. High Yield
4
0.55%
Other
SunTrust Banks, Inc.
STI
Other
0
0%
VY MFS Total Return Portfolio Class A
IMTAX
Other
0
1.31%
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