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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
F
U.S. All Cap
10
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
12
0.18%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
14
0.19%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
16
0.19%
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
17
0.18%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
17
0.19%
Vanguard Target Retirement 2065 Fund Investor Shares
VLXVX
C
U.S. All Cap
17
0%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
17
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
17
0.19%
Vanguard 500 Index Fund Admiral Class
VFIAX
C
U.S. Large Cap
21
0.05%
PRIMECAP Odyssey Growth Fund
POGRX
A
U.S. All Cap
23
0.65%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
6
0.17%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
F
U.S. Large Cap
8
0.17%
U.S. Equities - Growth
Janus Triton Fund Class N
JGMNX
C+
U.S. Small Cap - Growth
25
0.68%
Vanguard Extended Market Index Fund Admiral Shares
VEXAX
A+
U.S. Small Cap - Growth
27
0.1%
U.S. Equities - Value
Vanguard Windsor Fund Admiral Shares
VWNEX
C++
U.S. All Cap - Value
26
0.27%
Global & Intl. Equity
MFS International Intrinsic Value R6 Fund
C-
International Large Cap - Growth
15
0.74%
Oppenheimer International Small-Mid Company Fund Class I
OSCIX
A-
International Large Cap - Growth
17
0.83%
Oppenheimer International Diversified Fund Class I
OIDIX
A-
International Large Cap - Growth
18
0.21%
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
A
International Large Cap
18
0.14%
Bonds
Vanguard Federal Money Market Fund
C
U.S. Cash / Money Market
0
0%
Metropolitan West Total Return Bond Fund Class I
MWTIX
B-
Bond - Multi Sector
3
0.4%
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
C-
Bond - Multi Sector
3
0.08%
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