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Zonar Systems 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 LifeStrategy Moderate Growth Fund Investor SharesVSMGXCU.S. All Cap12fund risk0.16%
Vanguard LifeStrategy Growth Fund Investor SharesVASGXCU.S. All Cap15fund risk0.17%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
DFA Global Equity Portfolio Institutional ClassDGEIXB++U.S. Mid Cap21fund risk0.31%
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 LifeStrategy Income Fund Investor SharesVASIXCU.S. Large Cap4fund risk0.13%
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXCU.S. All Cap8fund risk0.15%
U.S. Equities - Growth     
Vanguard Growth Index Fund Admiral SharesVIGAXC--U.S. Large Cap - Growth24fund risk0.09%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXB--U.S. Mid Cap - Growth25fund risk0.51%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXC+U.S. Small Cap - Growth26fund risk0%
U.S. Equities - Value     
Vanguard Value Index Fund Admiral SharesVVIAXC+U.S. Mega Cap - Value22fund risk0.09%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXD++U.S. Mid Cap - Value27fund risk0.09%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXC++U.S. Small Cap - Value31fund risk0.09%
Specialty     
DFA Commodity Strategy Portfolio Institutional Class SharesDCMSXA++Commodities13fund risk0.34%
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXA++Emerging Markets18fund risk0.63%
Vanguard Developed Markets Index Fund Admiral SharesVTMGXAInternational Large Cap19fund risk0.09%
DFA International Core Equity Portfolio Institutional ClassDFIEXD++International Small Cap19fund risk0.39%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages2fund risk0.11%
Dodge & Cox Income FundDODIXB-Bond - U.S. Corporate3fund risk0.43%
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