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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 2055 Fund Investor SharesVFFVXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap12fund risk0.19%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Fidelity Capital Appreciation Fund Class KFCAKXDU.S. Large Cap15fund risk0.63%
DFA U.S. Sustainability Core 1 PortfolioDFSIXCU.S. All Cap16fund risk0.33%
Fidelity Extended Market IndexFSMAXB--U.S. Small Cap17fund risk0%
Fidelity Capital & Income FundFAGIXBU.S. All Cap6fund risk0.71%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXCU.S. All Cap - Growth14fund risk0.45%
Fidelity Contrafund Fund Class KFCNKXD+U.S. Large Cap - Growth17fund risk0.56%
Vanguard Explorer Fund Admiral SharesVEXRXB--U.S. Small Cap - Growth18fund risk0.34%
U.S. Equities - Value     
T. Rowe Price Equity Income FundPRFDXCU.S. Large Cap - Value13fund risk0.67%
American Beacon Small Cap Value Fund Class InstitutionalAVFIXC--U.S. Small Cap - Value19fund risk0.82%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXBInternational Large Cap11fund risk0.12%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Total International Bond Index Fund Admiral SharesVTABXB++U.S. Treasury - Long2fund risk0.2%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
Metropolitan West Total Return Bond Fund Plan ClassMWTSXB++U.S. Treasury - Intermediate3fund risk0.39%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS4fund risk0.1%
Other     
Whole Foods Market, Inc.WFMI Other0fund risk0%
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