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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 SharesVFFVXFU.S. All Cap27fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXFU.S. All Cap27fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXFU.S. All Cap27fund risk0.19%
Vanguard Institutional Index Fund Institutional SharesVINIXF++U.S. Mega Cap32fund risk0.04%
DFA U.S. Sustainability Core 1 PortfolioDFSIXDU.S. All Cap33fund risk0.33%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap36fund risk0%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXF++U.S. All Cap - Growth29fund risk0.45%
Fidelity Contrafund Fund Class KFCNKXD++U.S. Large Cap - Growth31fund risk0.56%
Fidelity Capital Appreciation Fund Class KFCAKXF++U.S. All Cap - Growth32fund risk0.63%
Vanguard Explorer Fund Admiral SharesVEXRXC--U.S. Small Cap - Growth35fund risk0.34%
U.S. Equities - Value     
T. Rowe Price Equity Income FundPRFDXF--U.S. All Cap - Value34fund risk0.67%
American Beacon Small Cap Value Fund Class InstitutionalAVFIXD--U.S. Small Cap - Value41fund risk0.82%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXB--Europe27fund risk0.12%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Capital & Income FundFAGIXD--Bond - U.S. High Yield16fund risk0.71%
Vanguard Total International Bond Index Fund Admiral SharesVTABXC++Bond - Multi Sector4fund risk0.2%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC++Bond - Multi Sector5fund risk0.08%
Metropolitan West Total Return Bond Fund Plan ClassMWTSXC++Bond - Multi Sector5fund risk0.39%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS7fund risk0.1%
Whole Foods Market, Inc.WFMI Other0fund risk0%
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