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Coa Trust 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 2015 Fund Investor SharesVTXVXBU.S. All Cap11fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXCU.S. All Cap19fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap23fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXDU.S. All Cap28fund risk0.19%
American Funds AMCAP Fund Class R-6RAFGXCU.S. Large Cap30fund risk0.37%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap34fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXB--U.S. Mid Cap36fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXD--U.S. Mid Cap39fund risk0.09%
U.S. Equities - Growth     
JPMorgan Mid Cap Growth Fund Class R6JMGMXA++U.S. Mid Cap - Growth35fund risk0.74%
Eagle Small Cap Growth Fund Class IHSIIXAU.S. Small Cap - Growth38fund risk0.79%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC--U.S. Mega Cap - Value34fund risk0.21%
T. Rowe Price Mid-Cap Value FundTRMCXB--U.S. Mid Cap - Value36fund risk0.8%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXD--U.S. Small Cap - Value42fund risk0.98%
Specialty     
Van Eck CM Commodity Index ICOMIXA--Commodities18fund risk0.65%
Invesco Real Estate Fund R5 ClassIARIXF--U.S. Real Estate43fund risk0.88%
VanEck International Investors Gold Fund Class YINIYXA++Gold46fund risk1.2%
Global & Intl. Equity     
T. Rowe Price International Discovery FundPRIDXA-International Small Cap27fund risk1.23%
American Funds EuroPacific Growth Fund Class R-6RERGXA--Europe27fund risk0.49%
Vanguard Total International Stock Index Fund Admiral SharesVTIAXA--Europe28fund risk0.14%
Lazard Emerging Markets Equity Portfolio Open SharesLZOEXF-Emerging Markets29fund risk1.37%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Principal High Yield Fund Institutional ClassPHYTXCBond - U.S. High Yield11fund risk0.58%
Templeton Global Bond Fund Advisor ClassTGBAXF++Bond - Multi Sector4fund risk0.61%
Dreyfus Bond Market Index Fund Class IDBIRXC++Bond - Multi Sector5fund risk0.15%
Prudential Total Return Bond Fund Class QPTRQXC++Bond - U.S. Corporate7fund risk0.52%
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