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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 Target Retirement 2020 Fund Investor Shares
VTWNX
F
U.S. All Cap
10
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
12
0.18%
Vanguard Wellington Fund Admiral Shares
VWENX
C
U.S. Large Cap
13
0.18%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
14
0.19%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
16
0.19%
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
17
0.18%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
17
0.19%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
17
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
17
0.19%
Vanguard Institutional Index Fund Institutional Shares
VINIX
D
U.S. Large Cap
21
0.04%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
6
0.17%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
F
U.S. Large Cap
8
0.17%
U.S. Equities - Growth
Artisan Mid Cap Fund Institutional Class
APHMX
B--
U.S. Mid Cap - Growth
24
0.96%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A+
U.S. Small Cap - Growth
27
0.08%
Harbor Capital Appreciation Fund Institutional Class
HACAX
F--
U.S. Large Cap - Growth
28
0.65%
Eagle Small Cap Growth Fund Class I
HSIIX
F+
U.S. Small Cap - Growth
28
0.79%
U.S. Equities - Value
T. Rowe Price Equity Income Fund
PRFDX
B++
U.S. All Cap - Value
25
0.67%
William Blair Small Cap Value Fund Class I
BVDIX
F++
U.S. Small Cap - Value
31
1.24%
Vanguard Selected Value Fund Investor Shares
VASVX
B++
U.S. Mid Cap - Value
33
0.43%
Global & Intl. Equity
Schroder International Multi-Cap Value Fund Class Investor
SIDNX
C++
International Small Cap
18
0.95%
Vanguard International Growth Fund Admiral Shares
VWILX
A++
Emerging Markets
23
0.35%
Bonds
Vanguard Prime Money Market Fund Investor Shares
VMMXX
C
U.S. Cash / Money Market
0
0%
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Other
Vanguard Target Retirement 2010 Fund Investor Shares
VTENX
Other
0
0.17%
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