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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 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
13
0.18%
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%
Vanguard Health Care Fund Investor Shares
VGHCX
C
U.S. Large Cap
14
0.35%
Vanguard 500 Index Fund Investor Class
VFINX
C
U.S. Large Cap
15
0.17%
Vanguard PRIMECAP Fund Investor Shares
VPMCX
B
U.S. All Cap
17
0.45%
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 Wellington Fund Investor Shares
VWELX
B
U.S. Large Cap
10
0.26%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
10
0.18%
U.S. Equities - Growth
Vanguard Explorer Fund Investor Class
VEXPX
A--
U.S. Small Cap - Growth
19
0.5%
Vanguard Extended Market Index Fund Investor Shares
VEXMX
A--
U.S. Small Cap - Growth
20
0.24%
U.S. Equities - Value
FPA Crescent Fund
FPACX
A++
U.S. Large Cap - Value
13
1.14%
Vanguard Windsor II Fund Investor Share
VWNFX
A++
U.S. Large Cap - Value
15
0.36%
Cambiar Small Cap Fund Class Investor
CAMSX
B++
U.S. Small Cap - Value
18
1.3%
Vanguard Energy Fund Investor Shares
VGENX
F++
U.S. All Cap - Value
22
0.38%
Vanguard Small Capitalization Value Index Fund Investor Shares
VISVX
B++
U.S. Small Cap - Value
22
0.24%
Vanguard Selected Value Fund Investor Shares
VASVX
F++
U.S. Mid Cap - Value
23
0.43%
Vanguard Wellesley Income Fund Investor Shares
VWINX
C++
U.S. Mega Cap - Value
5
0.25%
Specialty
PIMCO CommodityRealReturn Strategy Fund Institutional Class
PCRIX
A++
Commodities
14
0.74%
Vanguard REIT Index Fund Investor Shares
VGSIX
B++
U.S. Real Estate
18
0.24%
Global & Intl. Equity
Vanguard International Explorer Fund Investor Shares
VINEX
C++
International Small Cap
15
0.36%
Matthews Asia Dividend Fund Institutional Class
MIPIX
C
Emerging Markets
15
0.93%
Vanguard Emerging Markets Stock Index Fund Investor Shares
VEIEX
C
Emerging Markets
17
0.33%
T. Rowe Price New Asia Fund
PRASX
D
Emerging Markets
17
0.93%
Dodge & Cox International Stock Fund
DODFX
A
International Large Cap - Value
18
0.64%
Vanguard International Growth Fund Investor Shares
VWIGX
B
Emerging Markets
21
0.48%
Oakmark International Fund Class I
OAKIX
A
International Large Cap - Value
21
0.98%
PIMCO Emerging Local Bond Fund Institutional Class
PELBX
D++
International Small Cap
8
0.9%
PIMCO All Asset All Authority Fund Institutional Class
PAUIX
A++
International Small Cap
8
0.18%
Bonds
Vanguard Prime Money Market Fund Investor Shares
VMMXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard GNMA Fund Investor Shares
VFIIX
C
Bond - U.S. Mortgages
2
0.21%
DoubleLine Total Return Bond Fund Class I
DBLTX
B--
U.S. Treasury - Intermediate / Long
2
0.48%
PIMCO Income Fund Institutional Class
PIMIX
A+
Bond - Emerging Market
3
0.45%
Vanguard High-Yield Corporate Fund Investor Shares
VWEHX
C++
Bond - U.S. High Yield
3
0.23%
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
C-
Bond - Multi Sector
3
0.2%
Templeton Global Bond Fund Advisor Class
TGBAX
C-
U.S. Treasury - Short / Intermediate
3
0.61%
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
C+
U.S. Treasury - TIPS
4
0.2%
Other
Vanguard Dividend Appreciation Index Fund Investor Shares
VDAIX
Other
0
0.2%
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
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