New York State 529 Plan

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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 Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B+	U.S. Small Cap	19	0.08%
U.S. Equities - Growth
Vanguard Growth Index Fund Institutional Shares	VIGIX	C--	U.S. Large Cap - Growth	20	0.08%
U.S. Equities - Value
Vanguard Value Index Fund Institutional Shares	VIVIX	C++	U.S. Mega Cap - Value	15	0.08%
Bonds
Vanguard Short-Term Bond Index Fund Investor Shares	VBISX	C-	U.S. Treasury - Short / Intermediate	1	0.2%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%
Other
Vanguard Developed Markets Index Fund Institutional Plus Shares	VDMPX		Other	0	0.06%

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