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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 Dividend Appreciation ETFVIGDU.S. All Cap19fund risk0.1%
Vanguard Health Care ETFVHTDU.S. Large Cap19fund risk0.14%
Vanguard Emerging Markets Government Bond ETFVWOBFU.S. All Cap9fund risk0%
U.S. Equities - Growth     
PowerShares S&P SmallCap Health Care PortfolioPSCHA+U.S. Small Cap - Growth29fund risk0%
U.S. Equities - Value     
Vanguard High Dividend Yield ETFVYMC+U.S. Mega Cap - Value21fund risk0.1%
Vanguard Small-Cap Value ETFVBRC++U.S. Small Cap - Value32fund risk0.09%
Vanguard REIT ETFVNQC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
Vanguard FTSE Developed Markets ETFVEABInternational Large Cap19fund risk0.09%
Vanguard FTSE Europe ETFVGKCInternational Large Cap21fund risk0.12%
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  • Make modifications and contribute to the plan information