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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 LifeStrategy Growth Fund Investor Shares
VASGX
C
U.S. All Cap
11
0.17%
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 Health Care Fund Admiral Shares
VGHAX
D
U.S. Large Cap
14
0.3%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
15
0.05%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
C+
U.S. Mid Cap
16
0.09%
Principal MidCap Fund Institutional Class
PCBIX
D+
U.S. Mid Cap
16
0.66%
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 LifeStrategy Conservative Growth Fund Investor Shares
VSCGX
C
U.S. All Cap
6
0.15%
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
D
U.S. All Cap
8
0.17%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares
VSMGX
C
U.S. All Cap
9
0.16%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Growth
Virtus Small-Cap Sustainable Growth Fund Class Institutional
PXSGX
F-
U.S. Mid Cap - Growth
20
1.25%
T. Rowe Price Blue Chip Growth I
TBCIX
D--
U.S. Large Cap - Growth
21
0%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund
FLPSX
A++
U.S. All Cap - Value
15
0.79%
Diamond Hill Large Cap Fund Class I
DHLRX
C++
U.S. Large Cap - Value
15
0.81%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
Vanguard Developed Markets Index Fund Admiral Shares
VTMGX
A-
International Large Cap
14
0.09%
DFA International Core Equity Portfolio Institutional Class
DFIEX
D++
International Small Cap
15
0.39%
DFA Emerging Markets Portfolio Institutional Class
DFEMX
A
Emerging Markets
16
0.57%
Bonds
Vanguard Treasury Money Market Fund Investor Shares
VUSXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Federal Fund Admiral Shares
VSGDX
C
Bond - U.S. Mortgages
1
0.1%
PIMCO Floating Income Fund Institutional Class
PFIIX
B++
Bond - U.S. High Yield
2
0.55%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class
PFORX
C+
Bond - Emerging Market
2
0.5%
MainStay High Yield Corporate Bond Fund Class I
MHYIX
B++
Bond - U.S. High Yield
3
0.76%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
Western Asset Core Plus Bond Fund Class I
WACPX
C
Bond - U.S. Corporate
4
0.51%
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