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Broadcom U.S. 401(k) 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 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 2045 Fund Institutional Shares
VITLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares
VILVX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares
VIVLX
C
U.S. All Cap
13
0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares
VTRLX
C
U.S. All Cap
13
0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund
VSXFX
C
U.S. All Cap
13
0%
Vanguard Total World Stock Index Fund Institutional Shares
VTWIX
C
U.S. All Cap
14
0.16%
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%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
B+
U.S. Small Cap
19
0.09%
Vanguard Institutional Target Retirement Income Fund Institutional Shares
VITRX
C
U.S. All Cap
5
0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares
VITVX
C
U.S. Large 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
MassMutual Select Mid Cap Growth Equity Fund II Class A
MEFAX
B-
U.S. Mid Cap - Growth
17
1.34%
Fidelity Contrafund Fund Class K
FCNKX
C--
U.S. Large Cap - Growth
19
0.56%
Fidelity Growth Company Fund Class K
FGCKX
B--
U.S. All Cap - Growth
23
0.71%
U.S. Equities - Value
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
19
0.52%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6
JVMRX
D++
U.S. Mid Cap - Value
20
0.8%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
16
0.49%
Bonds
Fidelity Investments Money Market Treasury Only
C
U.S. Cash / Money Market
0
0%
Vanguard Short-Term Bond Index Fund Admiral Shares
VBIRX
C-
U.S. Treasury - Short / Intermediate
1
0.1%
Metropolitan West Total Return Bond Fund Class I
MWTIX
B-
Bond - Multi Sector
3
0.4%
PIMCO High Yield Fund Institutional Class
PHIYX
C++
Bond - U.S. High Yield
3
0.55%
Other
Spartan Real Estate Index Pool
Other
0
0.09%
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