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U-Blox AG
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
F
U.S. All Cap
10
0.17%
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
D
U.S. All Cap
12
0.18%
Vanguard Balanced Index Fund Admiral Shares
VBIAX
C
U.S. All Cap
13
0.09%
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
C
U.S. All Cap
13
0.18%
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
C
U.S. All Cap
14
0.19%
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
C
U.S. All Cap
16
0.19%
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
C
U.S. All Cap
17
0.18%
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
C
U.S. All Cap
17
0.19%
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
C
U.S. All Cap
17
0.19%
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
C
U.S. All Cap
17
0.19%
State Street Equity 500 Index Fund Service Shares
STBIX
D
U.S. Large Cap
21
0.34%
BlackRock Large Cap Index Fund Class K Shares
BRGKX
C
U.S. Large Cap
21
0.18%
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
D++
U.S. Mid Cap
23
0.09%
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
C++
U.S. Small Cap
27
0.09%
TIAA-CREF Small-Cap Blend Index Fund Institutional Class
TISBX
C++
U.S. Small Cap
31
0.07%
Vanguard Target Retirement Income Fund Investor Shares
VTINX
C
U.S. All Cap
6
0.17%
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
F
U.S. Large Cap
8
0.17%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares
VIGAX
C--
U.S. Large Cap - Growth
24
0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares
VSGAX
C+
U.S. Small Cap - Growth
26
0%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares
VVIAX
C+
U.S. Mega Cap - Value
22
0.09%
Vanguard Small Cap Value Index Fund Admiral Shares
VSIAX
C++
U.S. Small Cap - Value
31
0.09%
Specialty
Vanguard REIT Index Fund Admiral Shares
VGSLX
C--
U.S. Real Estate
27
0.1%
Global & Intl. Equity
BlackRock Total International ex U.S. Index Fund Class K Shares
BDOKX
B
International Large Cap
18
0.34%
BlackRock International Index Fund Class K Shares
BTMKX
B
International Large Cap
19
0.3%
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
C++
Emerging Markets
19
0.15%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares
VBILX
C-
Bond - Multi Sector
3
0.1%
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