Personal Capital Corporation Retirement Trust

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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 Institutional Target Retirement 2025 Fund Institutional Shares	VRIVX	C	U.S. All Cap	11	0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares	VITFX	C	U.S. All Cap	14	0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares	VIRSX	C	U.S. All Cap	16	0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares	VITLX	C	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares	VILVX	C	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares	VTRLX	B	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares	VIVLX	C	U.S. All Cap	17	0%
SPDR S&P 500 ETF Trust	SPY	C	U.S. Large Cap	20	0.09%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	21	0.05%
Vanguard Total Stock Market ETF	VTI	C	U.S. All Cap	21	0.05%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	21	0.05%
Vanguard Mid-Cap ETF	VO	C++	U.S. Mid Cap	23	0.09%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
Vanguard Small-Cap ETF	VB	C++	U.S. Small Cap	27	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
Vanguard Institutional Target Retirement Income Fund Institutional Shares	VITRX	C	U.S. All Cap	6	0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares	VITVX	D	U.S. All Cap	7	0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares	VITWX	C	U.S. All Cap	10	0%
U.S. Equities - Growth
Vanguard Growth ETF	VUG	B--	U.S. Large Cap - Growth	24	0.09%
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	24	0.09%
U.S. Equities - Value
Vanguard Value ETF	VTV	B+	U.S. Mega Cap - Value	21	0.09%
Vanguard Value Index Fund Admiral Shares	VVIAX	C+	U.S. Mega Cap - Value	22	0.09%
Specialty
Vanguard REIT ETF	VNQ	C--	U.S. Real Estate	27	0.1%
Vanguard REIT Index Fund Admiral Shares	VGSLX	C--	U.S. Real Estate	27	0.1%
iShares International Treasury Bond ETF	IGOV	C--	Gold	6	0%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	A	International Large Cap	18	0.14%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C++	Emerging Markets	19	0.15%
Vanguard FTSE All-World ex-US ETF	VEU	B	International Large Cap	19	0.15%
Vanguard FTSE Developed Markets ETF	VEA	B	International Large Cap	19	0.09%
Vanguard FTSE Emerging Markets ETF	VWO	D++	Emerging Markets	22	0.15%
Bonds
Citibank Money Market Account		C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
SPDR Barclays High Yield Bond ETF	JNK	D++	Bond - U.S. High Yield	11	0.4%
VanEck Vectors Emerging Markets Aggregate Bond ETF	EMAG	B	Bond - Emerging Market	13	0%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Vanguard Total Bond Market ETF	BND	C-	Bond - Multi Sector	3	0.08%
DFA Intermediate Government Fixed Income Portfolio Institutional Class	DFIGX	C--	U.S. Treasury - Intermediate	4	0.12%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
iShares 7-10 Year Treasury Bond ETF	IEF	C--	U.S. Treasury - Intermediate	4	0.15%
iShares TIPS Bond ETF	TIP	C+	U.S. Treasury - TIPS	5	0.2%
iShares iBoxx $ Investment Grade Corporate Bond ETF	LQD	C-	Bond - U.S. Corporate	9	0.15%

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