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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 2020 Fund Investor SharesVTWNXFU.S. All Cap10fund risk0.17%
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXCU.S. All Cap12fund risk0.16%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard LifeStrategy Growth Fund Investor SharesVASGXCU.S. All Cap15fund risk0.17%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap17fund risk0.18%
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 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
ClearBridge Aggressive Growth Fund Class ISLSIFXCU.S. All Cap23fund risk0.73%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Victory Munder Mid-Cap Core Growth Fund Class R6MGOSXD++U.S. Mid Cap25fund risk0.89%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Vanguard LifeStrategy Income Fund Investor SharesVASIXCU.S. Large Cap4fund risk0.13%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXCU.S. All Cap8fund risk0.15%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-6RLLGXA--U.S. Mid Cap - Growth20fund risk0.72%
Eagle Small Cap Growth Fund Class R6HSRUXD+U.S. Small Cap - Growth28fund risk0.68%
U.S. Equities - Value     
American Funds Washington Mutual Investors Fund Class R-6RWMGXC+U.S. Mega Cap - Value19fund risk0.3%
American Beacon Small Cap Value Fund Class InstitutionalAVFIXC++U.S. Small Cap - Value36fund risk0.82%
Prudential QMA Mid Cap Value Fund Class QPMVQXB++U.S. Mid Cap - Value36fund risk0.96%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXB--U.S. Real Estate24fund risk0.32%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
Vanguard International Explorer Fund Investor SharesVINEXC++International Small Cap18fund risk0.36%
American Funds New World Fund Class R-6RNWGXB++Emerging Markets19fund risk0.65%
Bonds     
American Funds The Bond Fund of America Class R-6RBFGXB-Bond - Multi Sector3fund risk0.26%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
PIMCO Income Fund Class APONAXB++Bond - U.S. High Yield3fund risk0.85%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC+U.S. Treasury - TIPS4fund risk0.12%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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