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Schneider Electric 401(K) Plan

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Target Retirement 2040 Fund Investor SharesVFORXFU.S. All Cap24fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXFU.S. All Cap27fund risk0.18%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXFU.S. All Cap27fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXFU.S. All Cap27fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXFU.S. All Cap27fund risk0.19%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXF++U.S. Mega Cap32fund risk0.02%
Eaton Vance Small-Cap Fund Class IEISGXC--U.S. Small Cap33fund risk1.12%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap36fund risk0.08%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXD++U.S. Large Cap - Growth31fund risk0.66%
Oppenheimer Global Opportunities Fund Class YOGIYXD+U.S. Mid Cap - Growth33fund risk0.95%
U.S. Equities - Value     
Diamond Hill Large Cap Fund Class ADHLAXB--U.S. Large Cap - Value34fund risk1.06%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXF--U.S. Small Cap - Value41fund risk0.37%
Global & Intl. Equity     
Templeton Institutional Fund International Equity Series Primary SharesTFEQXF--Europe24fund risk0.79%
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXB--Emerging Markets26fund risk0.15%
American Funds EuroPacific Growth Fund Class R-6RERGXA--Europe26fund risk0.49%
Vanguard Total International Stock Index Fund Institutional SharesVTSNXB--Europe27fund risk0.12%
Laudus Mondrian Emerging Markets Fund Institutional Class InstitutionalLEMNXC--Emerging Markets27fund risk1.45%
Aberdeen Emerging Markets Fund Institutional ClassABEMXC--Emerging Markets28fund risk1.1%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXC++Bond - Multi Sector5fund risk0.05%
PIMCO Total Return Fund Institutional ClassPTTRXD++Bond - Multi Sector6fund risk0.46%
Loomis Sayles Global Bond Fund Institutional ClassLSGBXD++Bond - U.S. Corporate7fund risk0.75%
BlackRock Inflation Protected Bond Fund Class KBPLBXC++U.S. Treasury - TIPS8fund risk0.32%
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