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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 Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap15fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXA--U.S. Small Cap17fund risk0.09%
Homestead Small Company Stock FundHSCSXF--U.S. Small Cap19fund risk0.91%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. All Cap8fund risk0.18%
U.S. Equities - Growth     
T. Rowe Price New Horizons FundPRNHXA++U.S. Mid Cap - Growth19fund risk0.8%
Goldman Sachs Small/Mid Cap Growth Fund InstitutionalGSMYXC++U.S. Mid Cap - Growth20fund risk0.94%
T. Rowe Price Blue Chip Growth FundTRBCXCU.S. Large Cap - Growth21fund risk0.74%
Wells Fargo Growth Fund - Class InstSGRNXAU.S. All Cap - Growth22fund risk0.75%
U.S. Equities - Value     
MFS Value Fund Class R6MEIKXBU.S. Large Cap - Value13fund risk0.56%
Wells Fargo Special Mid Cap Value Fund - Class InstWFMIXAU.S. Mid Cap - Value14fund risk0.85%
Global & Intl. Equity     
Vanguard FTSE All-World ex-US Index Fund Admiral SharesVFWAXDInternational Large Cap - Growth13fund risk0.15%
Dodge & Cox International Stock FundDODFXC-Europe15fund risk0.64%
Oppenheimer International Growth Fund Class IOIGIXCInternational Large Cap - Growth15fund risk0.72%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
Metropolitan West Total Return Bond Fund Class IMWTIXB++U.S. Treasury - Intermediate3fund risk0.4%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector3fund risk0.46%
T. Rowe Price High Yield FundPRHYXC++Bond - U.S. High Yield4fund risk0.75%
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