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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 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
Vanguard Total Stock Market Index Fund Institutional Shares
VITSX
C
U.S. All Cap
16
0.04%
Columbia Contrarian Core Fund Class Y
COFYX
C
U.S. Large Cap
16
0.72%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
5
0.17%
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 - Value
Boston Trust Small Cap Fund
BOSOX
C++
U.S. Mid Cap - Value
18
1%
Causeway Global Value Fund Institutional Class
CGVIX
D++
U.S. All Cap - Value
21
1.05%
Global & Intl. Equity
Templeton Institutional Foreign Smaller Companies Series Advisor
TFSCX
B++
International Small Cap
13
0.98%
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
Lazard International Strategic Equity Portfolio Institutional Shares
LISIX
C+
Europe
14
0.86%
Aberdeen Emerging Markets Fund Institutional Class
ABEMX
B
Emerging Markets
18
1.1%
Principal Diversified Real Asset Fund Institutional Class
PDRDX
A++
International Small Cap
9
0.87%
Bonds
Vanguard Treasury Money Market Fund Investor Shares
VUSXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Bond Index Fund Institutional Shares
VBITX
C-
U.S. Treasury - Short / Intermediate
1
0%
Prudential Total Return Bond Fund Class Q
PTRQX
B-
Bond - Multi Sector
4
0.52%
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