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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 Institutional Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap11fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap14fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap16fund risk0%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXBU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap17fund risk0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXCU.S. All Cap17fund risk0%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC-U.S. Mega Cap21fund risk0.16%
Great-West T. Rowe Price Mid Cap Growth Fund Initial ClassMXMGXD++U.S. Mid Cap22fund risk1.03%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Wasatch Core Growth Fund Institutional Class SharesWIGRXC++U.S. Mid Cap27fund risk1.12%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap6fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXDU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Fidelity Contrafund K6FLCNXC--U.S. Large Cap - Growth22fund risk0%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC+U.S. Mega Cap - Value21fund risk0.21%
Boston Partners Small Cap Value Fund II Institutional ClassBPSIXC++U.S. Small Cap - Value34fund risk1.29%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Oppenheimer Gold & Special Minerals Fund Class IOGMIXA--Gold37fund risk0.71%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXC++Emerging Markets19fund risk0.15%
Bonds     
Vanguard Treasury Money Market FundCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
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%
Other     
Touchstone Mid Cap Value Opportunities Fund InstitutionalTMOIX Other0fund risk0.91%
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