CV

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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.

[Edit Plan Information]

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 Total Stock Market Index Fund Investor Shares	VTSMX	C	U.S. All Cap	16	0.17%
Vanguard Mid-Cap Index Fund Investor Shares	VIMSX	C+	U.S. Mid Cap	16	0.24%
Vanguard Small Capitalization Index Fund Investor Shares	NAESX	B+	U.S. Small Cap	19	0.24%
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%
Vanguard Balanced Index Fund Investor Shares	VBINX	D	U.S. All Cap	10	0.24%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	D-	U.S. Mid Cap - Growth	21	0.51%
U.S. Equities - Value
Vanguard Windsor II Fund Investor Share	VWNFX	A++	U.S. Large Cap - Value	15	0.36%
Vanguard Energy Fund Investor Shares	VGENX	F++	U.S. All Cap - Value	22	0.38%
Vanguard Selected Value Fund Investor Shares	VASVX	F++	U.S. Mid Cap - Value	23	0.43%
Specialty
Vanguard REIT Index Fund Investor Shares	VGSIX	B++	U.S. Real Estate	18	0.24%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Investor Shares	VGTSX	D++	International Small Cap	14	0.22%
Vanguard Pacific Stock Index Fund Investor Shares	VPACX	C-	Pacific	14	0.26%
Vanguard European Stock Index Fund Investor Shares	VEURX	B+	Europe	16	0.26%
Vanguard Emerging Markets Stock Index Fund Investor Shares	VEIEX	C	Emerging Markets	17	0.33%
Vanguard International Growth Fund Investor Shares	VWIGX	B	Emerging Markets	21	0.48%
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 Short-Term Bond Index Fund Investor Shares	VBISX	C-	U.S. Treasury - Short / Intermediate	1	0.2%
Vanguard Intermediate-Term Treasury Fund Investor Shares	VFITX	C-	U.S. Treasury - Short / Intermediate	2	0.2%
Vanguard Total Bond Market Index Fund Investor Shares	VBMFX	C-	Bond - Multi Sector	3	0.2%
Vanguard Intermediate-Term Bond Index Fund Investor Shares	VBIIX	C-	Bond - Multi Sector	3	0.2%
Vanguard Inflation-Protected Securities Fund Investor Shares	VIPSX	C+	U.S. Treasury - TIPS	4	0.2%
Other
Vanguard Morgan Growth Fund Investor Shares	VMRGX		Other	0	0.39%
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information