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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     
BlackRock LifePath Index Retirement Fund Institutional SharesLIRIXB--U.S. Mid Cap12fund risk0.18%
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXFU.S. All Cap24fund risk0.2%
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXFU.S. All Cap26fund risk0.2%
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXFU.S. All Cap27fund risk0.2%
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXFU.S. All Cap27fund risk0.2%
Touchstone Focused Fund Class YTFFYXD++U.S. Mega Cap30fund risk0.94%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap30fund risk0.05%
Vanguard Extended Market Index Fund Admiral SharesVEXAXB--U.S. Small Cap33fund risk0.1%
U.S. Equities - Growth     
William Blair Small-Mid Cap Growth Fund Class IWSMDXDU.S. Mid Cap - Growth29fund risk1.1%
T. Rowe Price Blue Chip Growth FundTRBCXD++U.S. Large Cap - Growth30fund risk0.74%
U.S. Equities - Value     
John Hancock Funds Disciplined Value Fund Class R6JDVWXD--U.S. All Cap - Value31fund risk0.73%
Vanguard REIT Index Fund Admiral SharesVGSLXB--U.S. Real Estate35fund risk0.1%
Global & Intl. Equity     
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXB--Emerging Markets24fund risk0.15%
Vanguard Total International Stock Index Fund Admiral SharesVTIAXC--Europe25fund risk0.14%
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXF--Emerging Markets25fund risk0.63%
Dodge & Cox International Stock FundDODFXF--Europe28fund risk0.64%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC++Bond - Multi Sector5fund risk0.08%
Metropolitan West Total Return Bond Fund Class IMWTIXC++Bond - Multi Sector5fund risk0.4%
Legg Mason BW Global Opportunities Bond Fund Class ISGOBSXD--Bond - Emerging Market9fund risk0.59%
Vanguard Prime Money Market Fund Investor SharesVMMXX Other0fund risk0%
BlackRock LifePath Index 2020 Fund Institutional SharesLIQIX Other0fund risk0.18%
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