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Ubiquiti Networks Inc 401 K Profit Sharing Plan Trust

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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 SharesVTWNXFU.S. All Cap10fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap17fund risk0.18%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXCU.S. All Cap17fund risk0%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Russell 1000VONECU.S. Large Cap21fund risk0%
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 Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class IFINSXD--U.S. All Cap - Growth23fund risk0.68%
American Century Heritage Fund Institutional ClassATHIXA--U.S. Mid Cap - Growth26fund risk0.8%
U.S. Equities - Value     
BlackRock Equity Dividend Fund Institutional SharesMADVXC++U.S. All Cap - Value22fund risk0.72%
Global & Intl. Equity     
Vanguard Developed Markets Index Fund Admiral SharesVTMGXAInternational Large Cap19fund risk0.09%
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXC++Emerging Markets19fund risk0.15%
Oakmark International Fund Class IOAKIXA+International Large Cap - Value29fund risk0.98%
Bonds     
Vanguard Federal Money Market Investors FundCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
BlackRock High Yield Bond Portfolio Class KBRHYXB++Bond - U.S. High Yield7fund risk0.54%
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