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California State University TSA

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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 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 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%
PRIMECAP Odyssey Growth FundPOGRXAU.S. All Cap23fund risk0.65%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
William Blair Small-Mid Cap Growth Fund Class IWSMDXC+U.S. Small Cap - Growth25fund risk1.1%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA+U.S. Small Cap - Growth27fund risk0.1%
U.S. Equities - Value     
T. Rowe Price Institutional Large Cap Value FundTILCXB++U.S. All Cap - Value24fund risk0.58%
Dodge & Cox Global Stock FundDODWXA++U.S. All Cap - Value25fund risk0.65%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXA++U.S. Small Cap - Value36fund risk0.37%
Specialty     
Cohen & Steers Realty Shares FundCSRSXC--U.S. Real Estate27fund risk0.97%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
Harding Loevner International Equity Portfolio Institutional ClassHLMIXA-International Large Cap - Growth18fund risk0.87%
Touchstone International Small Cap Fund InstitutionalTNSIXB-International Large Cap - Growth20fund risk1.05%
Schroder Emerging Market Equity Fund Class InvestorSEMNXB++Emerging Markets21fund risk1.23%
Causeway International Value Fund Class InstitutionalCIVIXA+International Large Cap - Value27fund risk0.95%
Bonds     
Vanguard Federal Money Market Fund Investor SharesVMFXXCU.S. Cash / Money Market0fund risk0%
Vanguard Total International Bond Index Fund Admiral SharesVTABXB--U.S. Treasury - Intermediate2fund risk0.2%
BlackRock Total Return Fund Class KMPHQXA-Bond - Multi Sector3fund risk0.61%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
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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