Boyd-Bucanan School

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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 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
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%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
JPMorgan Disciplined Equity Fund Class R6	JDEUX	C	U.S. Large Cap	16	0.35%
ClearBridge Aggressive Growth Fund Class I	SAGYX	D	U.S. All Cap	18	0.87%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	B+	U.S. Mid Cap	18	0.28%
Vanguard Strategic Small-Cap Equity Fund Investor Shares	VSTCX	A+	U.S. Small Cap	21	0.38%
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%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class R5	MGRFX	B-	U.S. Mid Cap - Growth	17	0.86%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
U.S. Equities - Value
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	18	0.09%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
Fidelity Select Energy Portfolio	FSENX	A++	U.S. Small Cap - Value	36	0.8%
American Funds Capital Income Builder Class R-6	RIRGX	B++	U.S. Mega Cap - Value	9	0.3%
Specialty
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	A++	U.S. Real Estate	19	0%
Tocqueville Gold Fund	TGLDX	C--	Gold	34	1.34%
Global & Intl. Equity
Thornburg Global Opportunities Fund Class R5	THOFX	A++	International Small Cap	14	0.99%
Harding Loevner Institutional Emerging Markets Portfolio Class I	HLMEX	A	Emerging Markets	16	1.3%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
Thompson Bond Fund	THOPX	A++	Bond - U.S. High Yield	1	0.74%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	C+	Bond - Emerging Market	2	0.5%
Loomis Sayles Investment Grade Bond Fund Class Y	LSIIX	B	Bond - U.S. Corporate	2	0.58%
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
BlackRock High Yield Bond Portfolio Institutional Shares	BHYIX	B++	Bond - U.S. High Yield	4	0.6%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Fidelity New Markets Income Fund	FNMIX	C+	Bond - Emerging Market	4	0.84%
Other
Vanguard U.S. Value Fund Investor Shares	VUVLX		Other	0	0.29%

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