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Surveymonkey 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 2020 Fund Investor SharesVTWNXA--U.S. Mid Cap14fund risk0.17%
Pax Balanced Fund Class InstitutionalPAXIXBU.S. All Cap16fund risk0.66%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXA--U.S. Mid Cap16fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXDU.S. All Cap19fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXDU.S. All Cap21fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXDU.S. All Cap23fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXFU.S. All Cap25fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXFU.S. All Cap25fund risk0.18%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXFU.S. All Cap25fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXFU.S. All Cap25fund risk0.19%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXDU.S. All Cap30fund risk0.5%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap30fund risk0.05%
Fidelity Extended Market IndexFSMAXB--U.S. Small Cap33fund risk0%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXF--U.S. Mid Cap33fund risk0.09%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXB--U.S. Mid Cap10fund risk0.17%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXDU.S. Mid Cap - Growth30fund risk0.09%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXC--U.S. Small Cap - Growth32fund risk0%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC--U.S. Mega Cap - Value30fund risk0.21%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXC--U.S. Mid Cap - Value32fund risk0.09%
JPMorgan Mid Cap Value R6C--U.S. Mid Cap - Value32fund risk0.74%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXF--U.S. Small Cap - Value36fund risk0.37%
Specialty     
DFA Commodity Strategy Portfolio Institutional Class SharesDCMSXC--Commodities14fund risk0.34%
Global & Intl. Equity     
Fidelity International IndexFSPSXB--Europe25fund risk0.06%
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXF--Emerging Markets25fund risk0.63%
Dodge & Cox International Stock FundDODFXF--Europe28fund risk0.64%
Vanguard Target Retirement Income Fund Investor SharesVTINXB--Europe8fund risk0.17%
Bonds     
Vanguard Federal Money Market Fund Investor SharesVMFXXC+U.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC++Bond - Multi Sector5fund risk0.08%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC++U.S. Treasury - TIPS8fund risk0.12%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXD--Bond - U.S. High Yield9fund risk0.13%
Other     
Vanguard Div Apprec Idx Adm Other0fund risk0.2%
Vanguard FTSE Social Index Fund Investor SharesVFTSX Other0fund risk0.28%
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