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U-Blox AG

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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 Balanced Index Fund Admiral SharesVBIAXCU.S. All Cap13fund risk0.09%
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%
State Street Equity 500 Index Fund Service SharesSTBIXDU.S. Large Cap21fund risk0.34%
BlackRock Large Cap Index Fund Class K SharesBRGKXCU.S. Large Cap21fund risk0.18%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
TIAA-CREF Small-Cap Blend Index Fund Institutional ClassTISBXC++U.S. Small Cap31fund risk0.07%
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     
Vanguard Growth Index Fund Admiral SharesVIGAXC--U.S. Large Cap - Growth24fund risk0.09%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXC+U.S. Small Cap - Growth26fund risk0%
U.S. Equities - Value     
Vanguard Value Index Fund Admiral SharesVVIAXC+U.S. Mega Cap - Value22fund risk0.09%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXC++U.S. Small Cap - Value31fund risk0.09%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
BlackRock Total International ex U.S. Index Fund Class K SharesBDOKXBInternational Large Cap18fund risk0.34%
BlackRock International Index Fund Class K SharesBTMKXBInternational Large Cap19fund risk0.3%
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXC++Emerging Markets19fund risk0.15%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC-Bond - Multi Sector3fund risk0.1%
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