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Guideline Technologies, Inc.
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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 Health Care Index Fund Admiral Shares
VHCIX
C
U.S. Large Cap
15
0.14%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
TIAA-CREF Social Choice Equity Fund Premier Class
TRPSX
C
U.S. All Cap
15
0.33%
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
C
U.S. All Cap
16
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Vanguard Telecommunication Services Index Fund Admiral Class
VTCAX
A-
U.S. Mega Cap
19
0.14%
Vanguard Strategic Small-Cap Equity Fund Investor Shares
VSTCX
A+
U.S. Small Cap
21
0.38%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
RGAGX
B--
U.S. All Cap - Growth
18
0.34%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A--
U.S. Small Cap - Growth
20
0.1%
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
Vanguard Information Technology Index Fund Admiral Shares
VITAX
D--
U.S. All Cap - Growth
23
0.14%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares
VEIRX
C++
U.S. Mega Cap - Value
14
0.21%
Vanguard Value Index Fund Admiral Shares
VVIAX
C++
U.S. Mega Cap - Value
15
0.09%
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
D++
U.S. Mid Cap - Value
18
0.09%
Vanguard Industrials Index Fund Admiral Shares
VINAX
D++
U.S. Mid Cap - Value
19
0.14%
Vanguard Materials Index Fund Admiral Shares
VMIAX
D++
U.S. Mid Cap - Value
21
0.14%
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
B++
U.S. Small Cap - Value
22
0.09%
Vanguard Financials Index Fund Admiral Shares
VFAIX
B++
U.S. All Cap - Value
22
0.14%
Vanguard Tax-Managed Small Cap Fund Admiral Shares
VTMSX
B++
U.S. Small Cap - Value
23
0.12%
Vanguard Energy Index Fund Admiral Shares
VENAX
A++
U.S. Small Cap - Value
38
0.14%
Specialty
DFA Global Real Estate Securities Portfolio
DFGEX
B++
U.S. Real Estate
15
0.32%
Vanguard Utilities Index Fund Admiral Shares
VUIAX
F++
U.S. Real Estate
17
0.14%
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
DFA Real Estate Securities Portfolio Institutional Class
DFREX
C++
U.S. Real Estate
18
0.18%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
Vanguard Developed Markets Index Fund Admiral Shares
VTMGX
A-
International Large Cap
14
0.09%
DFA Large Cap International Portfolio Institutional Class
DFALX
A-
International Large Cap
14
0.29%
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
C
Emerging Markets
17
0.15%
Bonds
Vanguard Federal Money Market Fund Investor Shares
VMFXX
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Corporate Bond Index Fund Admiral Shares
VSCSX
B-
U.S. Treasury - Short / Intermediate
1
0.12%
Vanguard Short-Term Federal Fund Admiral Shares
VSGDX
C
Bond - U.S. Mortgages
1
0.1%
Vanguard Short-Term Investment-Grade Fund Admiral Shares
VFSUX
B-
Bond - Multi Sector
1
0.1%
Vanguard GNMA Fund Admiral Shares
VFIJX
C
Bond - U.S. Mortgages
2
0.11%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
VTAPX
B+
U.S. Treasury - TIPS
2
0.1%
Vanguard Long-Term Government Bond Index Fund Admiral Shares
VLGSX
C--
U.S. Treasury - Long
12
0.12%
Vanguard Total International Bond Index Fund Admiral Shares
VTABX
C-
U.S. Treasury - Intermediate
2
0.2%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
DFA World ex U.S. Government Fixed Income Portfolio Institutional Class Shares
DWFIX
C-
U.S. Treasury - Intermediate
4
0.2%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares
DFTEX
B-
Bond - Multi Sector
4
0.22%
Other
Vanguard FTSE Social Index Fund Investor Shares
VFTSX
Other
0
0.28%
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