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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 Total Stock Market Index Fund Admiral Shares
VTSAX
C
U.S. All Cap
16
0.05%
T. Rowe Price Mid-Cap Growth Fund
RPMGX
F+
U.S. Mid Cap
16
0.78%
Vanguard Wellington Fund Admiral Shares
VWENX
B
U.S. Large Cap
10
0.18%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares
VEIRX
C++
U.S. Mega Cap - Value
14
0.21%
Vanguard Selected Value Fund Investor Shares
VASVX
F++
U.S. Mid Cap - Value
23
0.43%
Vanguard Tax-Managed Small Cap Fund Admiral Shares
VTMSX
B++
U.S. Small Cap - Value
23
0.12%
Global & Intl. Equity
T. Rowe Price Overseas Stock Fund
TROSX
B-
International Large Cap
15
0.86%
Lazard Emerging Markets Equity Portfolio Institutional Shares
LZEMX
A
Emerging Markets
15
1.09%
Bonds
Vanguard Treasury Money Market Fund Investor Shares
VUSXX
C
U.S. Cash / Money Market
0
0%
T. Rowe Price Short-Term Bond Fund
PRWBX
C++
Bond - U.S. High Yield
1
0.52%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Templeton Global Bond Fund Advisor Class
TGBAX
C-
U.S. Treasury - Short / Intermediate
3
0.61%
PIMCO Real Return Fund Institutional Class
PRRIX
C+
U.S. Treasury - TIPS
4
0.45%
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