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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 2020 Fund Investor SharesVTWNXA--U.S. Mid Cap14fund risk0.17%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXDU.S. All Cap19fund risk0.18%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXDU.S. All Cap23fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXFU.S. All Cap25fund risk0.19%
American Funds Washington Mutual Investors Fund Class R-5RWMFXDU.S. All Cap30fund risk0.35%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap30fund risk0.05%
Principal MidCap Fund Institutional ClassPCBIXA--U.S. Mid Cap31fund risk0.66%
U.S. Equities - Growth     
Harbor Capital Appreciation Fund Institutional ClassHACAXB++U.S. All Cap - Growth30fund risk0.65%
JPMorgan Large Cap Growth Fund Class R5JLGRXB++U.S. All Cap - Growth32fund risk0.71%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXFU.S. Mid Cap - Growth32fund risk0.51%
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXC--U.S. Small Cap - Growth32fund risk0.24%
Eagle Small Cap Growth Fund Class IHSIIXC--U.S. Small Cap - Growth34fund risk0.79%
U.S. Equities - Value     
DFA Short-Term Government Portfolio Institutional ClassDFFGXC--U.S. Micro Cap - Value1fund risk0.19%
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXF--U.S. All Cap - Value33fund risk0.27%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB--U.S. Small Cap - Value33fund risk0.32%
Fidelity Value FundFDVLXF--U.S. Mid Cap - Value36fund risk0.65%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXF--U.S. Small Cap - Value36fund risk0.37%
Specialty     
Cohen & Steers Institutional Realty SharesCSRIXB--U.S. Real Estate34fund risk0.75%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-5RERFXB--Europe24fund risk0.54%
DFA Emerging Markets Portfolio Institutional ClassDFEMXD--Emerging Markets26fund risk0.57%
Bonds     
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXD--Bond - Emerging Market10fund risk0.83%
Lord Abbett Short Duration Income Fund Class ILLDYXF--Bond - U.S. High Yield4fund risk0.39%
Templeton Global Bond Fund Advisor ClassTGBAXD++U.S. Treasury - Short5fund risk0.61%
Metropolitan West Total Return Bond Fund Class IMWTIXC++Bond - Multi Sector5fund risk0.4%
Loomis Sayles Bond Fund Institutional ClassLSBDXF--Bond - U.S. High Yield7fund risk0.63%
PIMCO Real Return Fund Institutional ClassPRRIXD++U.S. Treasury - TIPS8fund risk0.45%
Principal High Yield Fund Institutional ClassPHYTXD--Bond - U.S. High Yield10fund risk0.58%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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