University of Chicago Hospitals 401K

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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 Institutional Target Retirement 2035 Fund Institutional Shares	VITFX	C	U.S. All Cap	11	0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares	VIRSX	C	U.S. All Cap	12	0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares	VIVLX	C	U.S. All Cap	13	0%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
CREF Social Choice Equity Account Fund		C	U.S. All Cap	15	0.18%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	16	0.16%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	17	0.36%
Vanguard Institutional Target Retirement Income Fund Institutional Shares	VITRX	C	U.S. All Cap	5	0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares	VITWX	C	U.S. All Cap	7	0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares	VRIVX	C	U.S. All Cap	8	0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	C	U.S. All Cap	10	0%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Plus Shares	VEMPX	A--	U.S. Small Cap - Growth	20	0.06%
Oppenheimer Capital Appreciation Fund Class I	OPTIX	C--	U.S. All Cap - Growth	21	0%
U.S. Equities - Value
Dodge & Cox Global Stock Fund	DODWX	A++	U.S. All Cap - Value	18	0.65%
Vanguard Small-Cap Value Index Fund Institutional Shares	VSIIX	B++	U.S. Small Cap - Value	22	0.08%
Cardinal Small Cap Value Fund Institutional Class	CCMSX	C++	U.S. Small Cap - Value	22	0%
Specialty
TIAA-CREF Real Estate Sec Instl	TIREX	B++	U.S. Real Estate	17	0.52%
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%
Harding Loevner International Equity Portfolio Institutional Class	HLMIX	B-	International Large Cap - Growth	15	0.87%
Vanguard Emerging Markets Stock Index Fund Institutional Shares	VEMIX	C	Emerging Markets	17	0.12%
Bonds
Vanguard Federal Money Market Fund Investor Shares	VMFXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock Total Return Fund Institutional Shares	MAHQX	B-	Bond - Multi Sector	3	0.73%
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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