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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 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap12fund risk0.19%
American Funds Washington Mutual Investors Fund Class R-5RWMFXCU.S. Large Cap13fund risk0.35%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXC--U.S. Small Cap17fund risk0.32%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXBU.S. All Cap7fund risk0.17%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXBU.S. All Cap9fund risk0.18%
U.S. Equities - Growth     
Principal MidCap Fund Institutional ClassPCBIXA++U.S. Mid Cap - Growth15fund risk0.66%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXC++U.S. Mid Cap - Growth19fund risk0.51%
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXA--U.S. Small Cap - Growth20fund risk0.24%
Harbor Capital Appreciation Fund Institutional ClassHACAXDU.S. Large Cap - Growth22fund risk0.65%
Eagle Small Cap Growth Fund Class IHSIIXC--U.S. Small Cap - Growth23fund risk0.79%
JPMorgan Large Cap Growth Fund Class R5JLGRXBU.S. Large Cap - Growth23fund risk0.71%
U.S. Equities - Value     
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXFU.S. All Cap - Value15fund risk0.27%
Fidelity Value FundFDVLXDU.S. Mid Cap - Value16fund risk0.65%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value18fund risk0.37%
Specialty     
Cohen & Steers Institutional Realty SharesCSRIXA++U.S. Real Estate15fund risk0.75%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-5RERFXCInternational Large Cap - Growth14fund risk0.54%
DFA Emerging Markets Portfolio Institutional ClassDFEMXC-Emerging Markets15fund risk0.57%
Bonds     
DFA Short-Term Government Portfolio Institutional ClassDFFGXC++U.S. Treasury - Short / Intermediate1fund risk0.19%
Lord Abbett Short Duration Income Fund Class ILLDYXB++Bond - Multi Sector2fund risk0.39%
Loomis Sayles Bond Fund Institutional ClassLSBDXB++Bond - U.S. High Yield3fund risk0.63%
Metropolitan West Total Return Bond Fund Class IMWTIXB++U.S. Treasury - Intermediate3fund risk0.4%
PIMCO Real Return Fund Institutional ClassPRRIXC++U.S. Treasury - TIPS3fund risk0.45%
Principal High Yield Fund Institutional ClassPHYTXC++Bond - U.S. High Yield4fund risk0.58%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXC++Bond - Emerging Market4fund risk0.83%
Templeton Global Bond Fund Advisor ClassTGBAXA++U.S. Treasury - Short / Intermediate6fund risk0.61%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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