Seattle Pacific University Employee Savings Plan - 403(B)

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%
Fidelity Puritan Fund	FPURX	C	U.S. Large Cap	12	0.57%
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 2065 Fund Investor Shares	VLXVX	C	U.S. All Cap	13	0%
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 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
TIAA-CREF Social Choice Equity Fund Institutional Class	TISCX	C	U.S. All Cap	15	0.18%
JPMorgan Disciplined Equity Fund Select Class	JDESX	C	U.S. Large Cap	16	0.59%
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%
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%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class I	MEFZX	B-	U.S. Mid Cap - Growth	17	0.73%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
Vanguard Small-Cap Growth Index Fund Institutional Shares	VSGIX	C--	U.S. Small Cap - Growth	21	0.08%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
T. Rowe Price Mid-Cap Value Fund	TRMCX	C++	U.S. Mid Cap - Value	18	0.8%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
Specialty
Nuveen Real Estate Securities Fund Class I	FARCX	C++	U.S. Real Estate	17	1%
Global & Intl. Equity
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	13	0.83%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Invesco Developing Markets Fund Class Y	GTDYX	C	Emerging Markets	15	1.13%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Lord Abbett Short Duration Income Fund Class I	LLDYX	B-	Bond - Multi Sector	2	0.39%
Pioneer Bond Fund Class Y	PICYX	B	Bond - U.S. Corporate	3	0.66%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Principal High Yield Fund Institutional Class	PHYTX	B++	Bond - U.S. High Yield	4	0.58%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%

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