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401k, 403b plan

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 2015 Fund Investor SharesVTXVXB--U.S. Mid Cap11fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXCU.S. All Cap15fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXCU.S. All Cap18fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap21fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXDU.S. All Cap23fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXDU.S. All Cap26fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXDU.S. All Cap28fund risk0.18%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXDU.S. All Cap28fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXDU.S. All Cap28fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXDU.S. All Cap28fund risk0.19%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXCU.S. Large Cap34fund risk0.02%
T. Rowe Price Institutional Small-Cap Stock FundTRSSXB--U.S. Small Cap36fund risk0.68%
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXA--U.S. Small Cap38fund risk0.06%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXC++U.S. Large Cap - Growth33fund risk0.74%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXB--U.S. Mega Cap - Value34fund risk0.21%
Global & Intl. Equity     
Templeton Institutional Fund International Equity Series Primary SharesTFEQXF--Europe25fund risk0.79%
Harbor International Fund Institutional ClassHAINXC--Europe27fund risk0.74%
Vanguard Total International Stock Index Fund Institutional SharesVTSNXB--International Large Cap28fund risk0.12%
Vanguard Target Retirement Income Fund Investor SharesVTINXA--Europe9fund risk0.17%
Bonds     
Metropolitan West Total Return Bond Fund Plan ClassMWTSXB++Bond - Multi Sector5fund risk0.39%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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