New Relic 401(K) Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	10	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. Large Cap	12	0%
American Funds 2035 Target Date Retirement Fund Class R-6	RFFTX	B	U.S. Large Cap	15	0%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	B	U.S. Large Cap	16	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	B	U.S. Large Cap	16	0%
American Funds 2060 Target Date Retirement Fund Class R-6	RFUTX	B	U.S. Large Cap	17	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	B	U.S. Large Cap	17	0%
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	B	U.S. Large Cap	17	0%
Vanguard Institutional Index Fund Institutional Shares	VINIX	D	U.S. Large Cap	21	0.04%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	21	0.16%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	21	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	C	U.S. All Cap	8	0%
American Funds 2015 Target Date Retirement Fund Class R-6	RFJTX	C	U.S. All Cap	9	0%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	20	0.45%
ClearBridge Large Cap Growth Fund Class IS	LSITX	D--	U.S. All Cap - Growth	22	0.79%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	D+	U.S. Mega Cap - Value	21	0.56%
Global & Intl. Equity
Vanguard Developed Markets Index Fund Admiral Shares	VTMGX	A	International Large Cap	19	0.09%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C++	Emerging Markets	19	0.15%
Dodge & Cox International Stock Fund	DODFX	B+	International Large Cap - Value	24	0.64%
Bonds
Vanguard Federal Money Market Fund		C	U.S. Cash / Money Market	0	0%
Voya Intermediate Bond Fund Class I	IICIX	A-	Bond - Multi Sector	3	0.33%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information