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Drayer Physical Therapy Institute 401(K) Plan
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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 Investor Class
VFINX
C
U.S. Large Cap
15
0.17%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares
VSMGX
C
U.S. All Cap
9
0.16%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund
TRBCX
D--
U.S. Large Cap - Growth
21
0.74%
U.S. Equities - Value
T. Rowe Price Value Fund
TRVLX
B++
U.S. Large Cap - Value
16
0.84%
Vanguard Mid-Cap Value Index Fund Investor Shares
VMVIX
D++
U.S. Mid Cap - Value
18
0.24%
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
B++
U.S. Small Cap - Value
22
0.37%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
D++
International Small Cap
14
0.22%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
American Century Government Bond Fund Investor Class
CPTNX
C-
Bond - Multi Sector
2
0.47%
Other
Schwab Retirement Advantage Money Fund
SWIXX
Other
0
0%
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