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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 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%
U.S. Equities - Growth
Vanguard Explorer Fund Admiral Shares
VEXRX
A--
U.S. Small Cap - Growth
19
0.34%
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
D-
U.S. Mid Cap - Growth
21
0.51%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R6
OIEJX
C++
U.S. Mega Cap - Value
15
0.53%
Bonds
Prudential Total Return Bond Fund Class Z
PDBZX
B-
Bond - Multi Sector
4
0.6%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
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