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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 S&P 500 ETF
VOO
C
U.S. Large Cap
15
0.05%
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
C+
U.S. Mid Cap
16
0.08%
Vanguard Russell 2000
VTWO
F+
U.S. Small Cap
56
0%
U.S. Equities - Value
Allstate Corp
ALL
A++
U.S. Large Cap - Value
21
0%
Global & Intl. Equity
Vanguard Emerging Markets Stock Index Fund Investor Shares
VEIEX
C
Emerging Markets
17
0.33%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Intermediate-Term Bond Index Fund Institutional Shares
VBIMX
C-
U.S. Treasury - Short / Intermediate
3
0.07%
Other
Fidelity International Index Fund Investor Class
FSIIX
Other
0
0.2%
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