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PLAN FUNDS investment options ratings help
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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 2015 Fund Investor SharesVTXVXA--U.S. Mid Cap11fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXCU.S. All Cap15fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap18fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXDU.S. All Cap20fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXDU.S. All Cap22fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXFU.S. All Cap24fund risk0.19%
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXFU.S. All Cap27fund risk0%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXFU.S. All Cap27fund risk0.18%
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 Plus SharesVIIIXF++U.S. Mega Cap32fund risk0.02%
Vanguard Extended Market Index Fund Investor SharesVEXMXA--U.S. Small Cap36fund risk0.24%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXD++U.S. Large Cap - Growth31fund risk0.56%
JPMorgan Small Cap Growth Fund Class R6JGSMXA--U.S. Small Cap - Growth38fund risk0.75%
U.S. Equities - Value     
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXF--U.S. All Cap - Value36fund risk0.27%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXB--U.S. Real Estate38fund risk0.08%
Global & Intl. Equity     
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXB--Emerging Markets25fund risk0.12%
Vanguard Total International Stock Index Fund Institutional SharesVTSNXB--Europe27fund risk0.12%
Vanguard International Growth Fund Admiral SharesVWILXA--International Large Cap - Growth28fund risk0.35%
T. Rowe Price International Value Eq ItrtixD--Europe29fund risk0%
Vanguard Target Retirement Income Fund Investor SharesVTINXA--Europe9fund risk0.17%
Bonds     
Fidelity Investments Money Market Funds Government Portfolio Class IFIGXXCU.S. Cash / Money Market0fund risk0%
Fidelity Government Money MarketCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXB++Bond - Multi Sector5fund risk0.07%
PIMCO Total Return Fund Institutional ClassPTTRXD++Bond - Multi Sector6fund risk0.46%
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