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Aw North Carolina, Inc. Retirement Savings 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 Admiral Class
VFIAX
C
U.S. Large Cap
21
0.05%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth I
TBCIX
F--
U.S. Large Cap - Growth
25
0%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A+
U.S. Small Cap - Growth
27
0.1%
U.S. Equities - Value
Vanguard Windsor II Fund Admiral Shares
VWNAX
A++
U.S. Large Cap - Value
22
0.28%
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
B++
U.S. Small Cap - Value
31
0.37%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
A
International Large Cap
18
0.14%
Bonds
Vanguard Short-Term Bond Index Fund Admiral Shares
VBIRX
C-
U.S. Treasury - Short / Intermediate
1
0.1%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
VTAPX
B+
U.S. Treasury - TIPS
2
0.1%
Metropolitan West Total Return Bond Fund Plan Class
MWTSX
B-
Bond - Multi Sector
3
0.39%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
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