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Union Bank 401(K) 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 Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap10fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap10fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap10fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. Large Cap10fund risk0.18%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXCU.S. Large Cap12fund risk0.02%
T. Rowe Price Institutional Small-Cap Stock FundTRSSXA--U.S. Small Cap13fund risk0.68%
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXB--U.S. Small Cap15fund risk0.06%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXBU.S. Large Cap4fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXBU.S. Large Cap6fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. Large Cap7fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXBU.S. Large Cap7fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXBU.S. Large Cap8fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. Large Cap9fund risk0.19%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXFU.S. Large Cap - Growth15fund risk0.74%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXCU.S. Mega Cap - Value11fund risk0.21%
Global & Intl. Equity     
Templeton Institutional Fund International Equity Series Primary SharesTFEQXD+International Large Cap - Value10fund risk0.79%
Harbor International Fund Institutional ClassHAINXAEurope10fund risk0.74%
Vanguard Total International Stock Index Fund Institutional SharesVTSNXA-International Large Cap10fund risk0.12%
Vanguard Target Retirement Income Fund Investor SharesVTINXAInternational Large Cap - Growth3fund risk0.17%
Bonds     
Metropolitan West Total Return Bond Fund Plan ClassMWTSXB++U.S. Treasury - Intermediate4fund risk0.39%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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