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Healthequity Inc 401(K) Profit Sharing 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%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap12fund risk0.29%
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 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
Vanguard Growth Index Fund Admiral SharesVIGAXC--U.S. Large Cap - Growth24fund risk0.09%
T. Rowe Price Institutional Large Cap Core Growth FundTPLGXF--U.S. Large Cap - Growth25fund risk0.6%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA+U.S. Small Cap - Growth27fund risk0.1%
U.S. Equities - Value     
American Beacon Large Cap Value Fund Class InstitutionalAADEXB++U.S. All Cap - Value26fund risk0.58%
Fidelity Select Materials PortfolioFSDPXA++U.S. Mid Cap - Value26fund risk0.82%
Vanguard Materials Index Fund Admiral SharesVMIAXB++U.S. Mid Cap - Value27fund risk0.14%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXA++U.S. Mid Cap - Value28fund risk0.32%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXB++U.S. Small Cap - Value31fund risk0.37%
Vanguard Wellesley Income Fund Admiral SharesVWIAXD+U.S. Mega Cap - Value8fund risk0.18%
Specialty     
Van Eck CM Commodity Index ICOMIXA++Commodities16fund risk0.65%
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
T. Rowe Price Real Estate FundTRREXC--U.S. Real Estate31fund risk0.79%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXC++Emerging Markets19fund risk0.15%
American Funds New World Fund Class R-6RNWGXB++Emerging Markets19fund risk0.65%
Bonds     
Schwab Money Market Sweep FundCU.S. Cash / Money Market0fund risk0%
PIMCO Commodity Real Return Strategy Instl.F+U.S. Treasury - TIPS13fund risk0.55%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB-Bond - U.S. Corporate2fund risk0.5%
Metropolitan West Total Return Bond Fund Class IMWTIXB-Bond - Multi Sector3fund risk0.4%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
Goldman Sachs Inflation Protected Securities Fund InstitutionalGSIPXC+U.S. Treasury - TIPS4fund risk0.29%
Other     
PIMCO International StocksPLUS AR Strategy Fund (U.S. Dollar-Hedged) Class BPIPBX Other0fund risk1.9%
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