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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 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%
Royce Opportunity Fund Institutional Class
ROFIX
A+
U.S. Small Cap
25
1.03%
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
American Funds New Perspective Fund Class R-6
RNPGX
A--
U.S. All Cap - Growth
17
0.45%
Fidelity Contrafund K6
FLCNX
C--
U.S. Large Cap - Growth
19
0%
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
20
0.09%
Fidelity OTC Portfolio Class K
FOCKX
B--
U.S. All Cap - Growth
22
0.6%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares
VVIAX
C++
U.S. Mega Cap - Value
15
0.09%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
B++
U.S. Real Estate
18
0.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
D++
International Small Cap
14
0.14%
Fidelity Diversified Intl K6
fkidx
B-
International Large Cap - Growth
14
0%
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
C
Emerging Markets
17
0.15%
Bonds
Vanguard Federal Money Market Fund Investor Shares
VMFXX
C
U.S. Cash / Money Market
0
0%
PIMCO Stable Value Fund
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
C+
U.S. Treasury - TIPS
4
0.1%
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