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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 Institutional Index Fund Institutional Shares
VINIX
D
U.S. Large Cap
21
0.04%
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
C
U.S. All Cap
21
0.05%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K
FCNKX
C--
U.S. Large Cap - Growth
23
0.56%
Artisan Mid Cap Fund Institutional Class
APHMX
B--
U.S. Mid Cap - Growth
24
0.96%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A+
U.S. Small Cap - Growth
27
0.1%
BMO Small-Cap Growth Fund Class I
MSGIX
A+
U.S. Small Cap - Growth
28
1.16%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K
FLPKX
A++
U.S. All Cap - Value
21
0.68%
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
27
0.52%
Artisan Mid Cap Value Fund Institutional Class
APHQX
B++
U.S. Mid Cap - Value
29
0.98%
American Beacon Small Cap Value Fund Class Institutional
AVFIX
C++
U.S. Small Cap - Value
36
0.82%
Global & Intl. Equity
Thornburg International Value Fund Class R5
TIVRX
A
Europe
17
0.96%
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
A
International Large Cap
18
0.14%
Bonds
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
Vanguard Inflation-Protected Securities Fund Institutional Shares
VIPIX
C+
U.S. Treasury - TIPS
4
0.07%
Other
Fidelity Investments Money Market Funds Money Market Portfolio Class I
FMPXX
Other
0
0%
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