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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 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
13
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
13
0.19%
iShares MSCI ACWI ETF
ACWI
C
U.S. All Cap
14
0%
iShares Russell 3000 ETF
IWV
C
U.S. All Cap
15
0.2%
Vanguard PRIMECAP Core Fund Investor Shares
VPCCX
A
U.S. All Cap
16
0.5%
iShares Russell 2000 ETF
IWM
C+
U.S. Small Cap
23
0.2%
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 - Growth
T. Rowe Price Institutional Large Cap Growth Fund
TRLGX
A--
U.S. Large Cap - Growth
20
0.56%
Jackson Square SMID-Cap Growth Fund IS Class
DCGTX
C-
U.S. Mid Cap - Growth
24
0.89%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R6
OIEJX
C++
U.S. Mega Cap - Value
15
0.53%
Fidelity Low-Priced Stock Fund
FLPSX
A++
U.S. All Cap - Value
15
0.79%
Aristotle Small Cap Equity Fund Class I
ARSBX
C++
U.S. Small Cap - Value
20
2.03%
Specialty
Cohen & Steers Realty Shares Fund
CSRSX
B++
U.S. Real Estate
18
0.97%
NextEra Energy Inc
NEE
F++
U.S. Real Estate
79
0%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Bonds
Vanguard Federal Money Market Fund Investor Shares
VMFXX
C
U.S. Cash / Money Market
0
0%
Loomis Sayles Core Plus Bond Fund Class C
NECRX
C
Bond - U.S. Corporate
3
1.54%
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