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Alliance Data Systems 401(K) And Retirement Savings 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 2020 Fund Investor SharesVTWNXFU.S. All Cap10fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap17fund risk0.18%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Vanguard Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
Jackson Square Large-Cap Growth Fund IS ClassDPLGXF--U.S. All Cap - Growth26fund risk0.65%
Wells Fargo Discovery Fund - Class InstWFDSXC--U.S. Mid Cap - Growth29fund risk0.84%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Columbia Small Cap Value Fund II Class ZNSVAXA++U.S. Small Cap - Value34fund risk1.04%
Alliance Data Systems CorporationADSA++U.S. Mid Cap - Value83fund risk0%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Plan ClassMWTSXB-Bond - Multi Sector3fund risk0.39%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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