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PLAN FUNDS investment options ratings help
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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 Wellington Fund Admiral SharesVWENXCU.S. Large Cap13fund risk0.18%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXDU.S. Large Cap21fund risk0.02%
Vanguard PRIMECAP Fund Admiral SharesVPMAXBU.S. All Cap21fund risk0.36%
Vanguard Capital Opportunity Fund Admiral SharesVHCAXAU.S. All Cap22fund risk0.41%
Vanguard Mid-Cap Index Fund Institutional Plus SharesVMCPXD++U.S. Mid Cap23fund risk0.06%
Vanguard Small-Cap Index Fund Institutional Plus SharesVSCPXC++U.S. Small Cap27fund risk0.06%
U.S. Equities - Growth     
Fidelity OTC PortfolioFOCPXA--U.S. Large Cap - Growth25fund risk0.74%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXC-Bond - Multi Sector3fund risk0.05%
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