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Southeast Aerospace, Inc. Employees Savings Trust

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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     
American Funds 2035 Target Date Retirement Fund Class R-6RFFTXCU.S. All Cap11fund risk0%
American Funds 2040 Target Date Retirement Fund Class R-6RFGTXCU.S. All Cap12fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-6RFHTXCU.S. All Cap12fund risk0%
American Funds 2050 Target Date Retirement Fund Class R-6RFITXCU.S. All Cap13fund risk0%
American Funds Capital World Growth and Income Fund Class R-6RWIGXCU.S. Large Cap13fund risk0.45%
American Funds Washington Mutual Investors Fund Class R-6RWMGXCU.S. Large Cap13fund risk0.3%
American Funds Investment Company of America Class R-6RICGXDU.S. Mega Cap14fund risk0.3%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap15fund risk0.09%
Vanguard Large Cap Index Fund Admiral SharesVLCAXCU.S. Large Cap15fund risk0.09%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap16fund risk0.05%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXA--U.S. Small Cap17fund risk0.09%
American Funds 2010 Target Date Retirement Fund Class R-6RFTTXAU.S. Large Cap5fund risk0%
American Funds 2015 Target Date Retirement Fund Class R-6RFJTXBU.S. Large Cap5fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-6RRCTXBU.S. Large Cap6fund risk0%
American Funds 2025 Target Date Retirement Fund Class R-6RFDTXBU.S. Large Cap8fund risk0%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap9fund risk0.29%
American Funds 2030 Target Date Retirement Fund Class R-6RFETXBU.S. Large Cap9fund risk0%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-6RLLGXD++U.S. Mid Cap - Growth15fund risk0.72%
American Funds New Perspective Fund Class R-6RNPGXCU.S. All Cap - Growth16fund risk0.45%
American Funds The New Economy Fund Class R-6RNGGXDU.S. All Cap - Growth17fund risk0.48%
American Funds The Growth Fund of America Class R-6RGAGXDU.S. All Cap - Growth17fund risk0.34%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXC++U.S. Mid Cap - Growth18fund risk0.09%
Vanguard Growth Index Fund Admiral SharesVIGAXCU.S. Large Cap - Growth18fund risk0.09%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXA--U.S. Small Cap - Growth20fund risk0%
T. Rowe Price Science and Technology FundPRSCXCU.S. All Cap - Growth22fund risk0.86%
U.S. Equities - Value     
Vanguard Equity-Income Fund Investor SharesVEIPXCU.S. Large Cap - Value12fund risk0.3%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXCU.S. Mid Cap - Value14fund risk0.09%
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXB--U.S. Small Cap - Value16fund risk0.24%
American Funds Capital Income Builder Class R-6RIRGXBU.S. Large Cap - Value8fund risk0.3%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXB++U.S. Real Estate15fund risk0.1%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXDInternational Large Cap - Growth13fund risk0.14%
American Funds New World Fund Class R-6RNWGXA-Emerging Markets14fund risk0.65%
American Funds EuroPacific Growth Fund Class R-6RERGXCInternational Large Cap - Growth14fund risk0.49%
Vanguard International Growth Fund Investor SharesVWIGXDInternational Large Cap - Growth18fund risk0.48%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
American Funds Intermediate Bond Fund of America Class R-6RBOGXC++U.S. Treasury - Short2fund risk0.27%
Vanguard Total International Bond Index Fund Investor SharesVTIBXA++U.S. Treasury - Intermediate / Long2fund risk0.23%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
American Funds The Bond Fund of America Class R-6RBFGXC++U.S. Treasury - Short / Intermediate3fund risk0.26%
T. Rowe Price U.S. Bond Enhanced Index FundPBDIXB++Bond - Multi Sector3fund risk0.3%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXB++U.S. Treasury - Intermediate3fund risk0.1%
American Funds Capital World Bond Fund Class R-6RCWGXA++U.S. Treasury - TIPS3fund risk0.52%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS3fund risk0.1%
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