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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 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
12
0.19%
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
C
U.S. Large Cap
15
0.02%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
5
0.17%
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
D
U.S. All Cap
8
0.17%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Plus Shares
VEMPX
A--
U.S. Small Cap - Growth
20
0.06%
Vanguard Growth Index Fund Institutional Shares
VIGIX
C--
U.S. Large Cap - Growth
20
0.08%
U.S. Equities - Value
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 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 Wellesley Income Fund Admiral Shares
VWIAX
C++
U.S. Mega Cap - Value
5
0.18%
Specialty
Vanguard REIT Index Fund Institutional Shares
VGSNX
B++
U.S. Real Estate
18
0.08%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Plus Shares
VTPSX
D++
International Small Cap
14
0.1%
Vanguard Emerging Markets Stock Index Fund Institutional Shares
VEMIX
C
Emerging Markets
17
0.12%
Bonds
Vanguard Short-Term Bond Index Fund Admiral Shares
VBIRX
C-
U.S. Treasury - Short / Intermediate
1
0.1%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
VTAPX
B+
U.S. Treasury - TIPS
2
0.1%
Vanguard Total International Bond Index Fund Admiral Shares
VTABX
C-
U.S. Treasury - Intermediate
2
0.2%
Vanguard Total Bond Market Index Fund Institutional Plus Shares
VBMPX
C-
Bond - Multi Sector
3
0.05%
Vanguard Inflation-Protected Securities Fund Institutional Shares
VIPIX
C+
U.S. Treasury - TIPS
4
0.07%
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