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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 LifeStrategy Moderate Growth Fund Investor SharesVSMGXCU.S. All Cap12fund risk0.16%
Vanguard Wellington Fund Admiral SharesVWENXCU.S. Large Cap13fund risk0.18%
Vanguard LifeStrategy Growth Fund Investor SharesVASGXCU.S. All Cap15fund risk0.17%
American Funds Capital World Growth and Income Fund Class F-1CWGFXBU.S. Large Cap17fund risk0.82%
Vanguard Health Care Fund Admiral SharesVGHAXF-U.S. Mega Cap17fund risk0.3%
Vanguard Global Equity Fund Investor SharesVHGEXBU.S. All Cap20fund risk0.61%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap21fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
John Hancock Fundamental Large Cap Core Fund Class ATAGRXBU.S. All Cap24fund risk1.1%
Neuberger Berman Genesis Fund Institutional ClassNBGIXC++U.S. Mid Cap24fund risk0.85%
Victory Munder Mid-Cap Core Growth Fund Class AMGOAXD++U.S. Mid Cap25fund risk1.32%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXCU.S. All Cap8fund risk0.15%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXF--U.S. Large Cap - Growth25fund risk0.74%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA+U.S. Small Cap - Growth27fund risk0.1%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC+U.S. Mega Cap - Value21fund risk0.21%
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value21fund risk0.79%
BlackRock Equity Dividend Fund Investor A SharesMDDVXC++U.S. All Cap - Value22fund risk0.99%
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Low Duration Fund Class APTLAXB-Bond - Multi Sector1fund risk0.8%
PIMCO GNMA Fund Class APAGNXBBond - U.S. Mortgages2fund risk0.9%
PIMCO Real Return Fund Class APRTNXC+U.S. Treasury - TIPS4fund risk0.85%
Lord Abbett High Yield Fund Class ALHYAXA++Bond - U.S. High Yield7fund risk0.95%
JPMorgan Prime Money Market Fund Premier ClassVPMXX Other0fund risk0%
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