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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
T. Rowe Price Retirement 2030 Fund
TRRCX
C
U.S. All Cap
11
0.74%
T. Rowe Price Retirement 2035 Fund
TRRJX
C
U.S. All Cap
12
0.76%
T. Rowe Price Retirement 2040 Fund
TRRDX
C
U.S. All Cap
13
0.76%
T. Rowe Price Retirement 2045 Fund
TRRKX
C
U.S. All Cap
14
0.76%
T. Rowe Price Retirement 2050 Fund
TRRMX
C
U.S. All Cap
14
0.76%
T. Rowe Price Retirement 2055 Fund
TRRNX
C
U.S. All Cap
14
0.76%
T. Rowe Price Retirement 2060 Fund
TRRLX
C
U.S. All Cap
14
0%
Principal LargeCap S&P 500 Index Fund R-3 Class
PLFMX
C
U.S. Large Cap
15
0.72%
Vanguard Institutional Index Fund Institutional Shares
VINIX
C
U.S. Large Cap
15
0.04%
T. Rowe Price Retirement 2005 Fund
TRRFX
B
U.S. All Cap
6
0.58%
T. Rowe Price Retirement 2010 Fund
TRRAX
B
U.S. All Cap
7
0.61%
T. Rowe Price Retirement 2015 Fund
TRRGX
B
U.S. All Cap
7
0.65%
T. Rowe Price Retirement 2020 Fund
TRRBX
B
U.S. All Cap
8
0.69%
T. Rowe Price Retirement 2025 Fund
TRRHX
C
U.S. All Cap
10
0.72%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A--
U.S. Small Cap - Growth
20
0.08%
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
Boston Partners All Cap Value Fund Institutional Class
BPAIX
C++
U.S. All Cap - Value
18
0.7%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
D++
International Small Cap
14
0.12%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares
VIPIX
C+
U.S. Treasury - TIPS
4
0.07%
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