Log In
/
Sign Up
401(k) Guidance
Management Services
Palo Alto Foundation Medical Group, Inc. 401(k)
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 2020 Fund Investor Shares
VTWNX
F
U.S. All Cap
10
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
12
0.18%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
14
0.19%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
16
0.19%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
17
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
17
0.19%
Vanguard Institutional Index Fund Institutional Shares
VINIX
D
U.S. Large Cap
21
0.04%
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
D++
U.S. Mid Cap
23
0.08%
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
C++
U.S. Small Cap
27
0.08%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
6
0.17%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
F
U.S. Large Cap
8
0.17%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6
RGAGX
A--
U.S. All Cap - Growth
22
0.34%
U.S. Equities - Value
Dodge & Cox Stock Fund
DODGX
A++
U.S. All Cap - Value
27
0.52%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
C--
U.S. Real Estate
27
0.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
A
International Large Cap
18
0.12%
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
A++
Emerging Markets
18
0.63%
American Funds EuroPacific Growth Fund Class R-6
RERGX
A-
International Large Cap - Growth
19
0.49%
Bonds
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
Fidelity Money Market Trust Retirement Government Money Market Portfolio
FGMXX
Other
0
0%
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
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page