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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 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap20fund risk0.37%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap21fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
JPMorgan Mid Cap Growth Fund Class R6JMGMXA--U.S. Mid Cap - Growth25fund risk0.74%
Eagle Small Cap Growth Fund Class IHSIIXF+U.S. Small Cap - Growth28fund risk0.79%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC+U.S. Mega Cap - Value21fund risk0.21%
T. Rowe Price Mid-Cap Value FundTRMCXA++U.S. Mid Cap - Value26fund risk0.8%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXC++U.S. Small Cap - Value33fund risk0.98%
Specialty     
Van Eck CM Commodity Index ICOMIXA++Commodities16fund risk0.65%
Invesco Real Estate Fund R5 ClassIARIXF--U.S. Real Estate27fund risk0.88%
VanEck International Investors Gold Fund Class YINIYXA--Gold39fund risk1.2%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
T. Rowe Price International Discovery FundPRIDXA-International Large Cap - Growth18fund risk1.23%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Lazard Emerging Markets Equity Portfolio Open SharesLZOEXB++Emerging Markets19fund risk1.37%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Dreyfus Bond Market Index Fund Class IDBIRXC-Bond - Multi Sector3fund risk0.15%
Templeton Global Bond Fund Advisor ClassTGBAXC--U.S. Treasury - Intermediate4fund risk0.61%
Prudential Total Return Bond Fund Class QPTRQXB-Bond - Multi Sector4fund risk0.52%
Principal High Yield Fund Institutional ClassPHYTXB++Bond - U.S. High Yield6fund risk0.58%
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