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401k, 403b plan

Finra Savings Plus 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 Institutional Index Fund Institutional Plus SharesVIIIXDU.S. Large Cap21fund risk0.02%
U.S. Equities - Growth     
Vanguard Extended Market Index Fund Institutional SharesVIEIXA+U.S. Small Cap - Growth27fund risk0.08%
U.S. Equities - Value     
Cambiar Small Cap Institutional ClassCAMZXB++U.S. Mid Cap - Value27fund risk1.05%
Global & Intl. Equity     
PIMCO All Asset Fund Institutional ClassPAAIXA++International Small Cap10fund risk0.07%
Vanguard FTSE All-World ex-US Index Fund Institutional SharesVFWSXAInternational Large Cap18fund risk0.12%
William Blair International Growth Fund Class IBIGIXA-International Large Cap - Growth19fund risk1.11%
William Blair Institutional International Growth FundWBIIXA-International Large Cap - Growth19fund risk0.97%
Vanguard International Value Fund Investor SharesVTRIXA+International Large Cap - Value20fund risk0.43%
Bonds     
Vanguard Prime Money Market Fund Investor SharesVMMXXCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Templeton Global Bond Fund Advisor ClassTGBAXC--U.S. Treasury - Intermediate4fund risk0.61%
Templeton Global Bond Fund Class R6FBNRXF--U.S. Treasury - Intermediate4fund risk0.51%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
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