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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 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Vanguard Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
DFA U.S. Sustainability Core 1 PortfolioDFSIXBU.S. All Cap22fund risk0.33%
Fidelity Capital & Income FundFAGIXA++U.S. Mid Cap9fund risk0.71%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXA--U.S. All Cap - Growth20fund risk0.45%
Fidelity Capital Appreciation Fund Class KFCAKXA--U.S. All Cap - Growth22fund risk0.63%
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth23fund risk0.56%
Vanguard Explorer Fund Admiral SharesVEXRXA+U.S. Small Cap - Growth26fund risk0.34%
Fidelity Extended Market IndexFSMAXA+U.S. Small Cap - Growth27fund risk0%
U.S. Equities - Value     
T. Rowe Price Equity Income FundPRFDXB++U.S. All Cap - Value25fund risk0.67%
American Beacon Small Cap Value Fund Class InstitutionalAVFIXC++U.S. Small Cap - Value36fund risk0.82%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXAInternational Large Cap18fund risk0.12%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total International Bond Index Fund Admiral SharesVTABXB--U.S. Treasury - Intermediate2fund risk0.2%
Metropolitan West Total Return Bond Fund Plan ClassMWTSXB-Bond - Multi Sector3fund risk0.39%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
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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