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DigitalOptometrics LLC

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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 Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap11fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap14fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap16fund risk0%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXBU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap17fund risk0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXCU.S. All Cap17fund risk0%
Legal & General S&P 500 Ret Acct CU.S. Large Cap20fund risk0.05%
SSgA S&P Mid Cap Index Ret Acct B++U.S. Small Cap28fund risk0.15%
SSgA Russell Small Cap Index Ret Acct C++U.S. Small Cap30fund risk0.2%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap6fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXDU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
American Funds New Prespective Ret Acct A--U.S. All Cap - Growth20fund risk0.45%
Janus Triton Ret Acct C+U.S. Small Cap - Growth25fund risk0.76%
U.S. Equities - Value     
DFA U.S. Small Cap Value Portfolio Institutional ClassDFSVXA++U.S. Small Cap - Value37fund risk0.52%
Specialty     
Fidelity Real Estate IndexFSRNXC--U.S. Real Estate31fund risk0.07%
Global & Intl. Equity     
American Funds EuroPacific Gr Ret Acct A-International Large Cap - Growth19fund risk0.49%
SSgA International Index Ret Acct CInternational Large Cap20fund risk0.34%
SSgA Emerging Markets Index Ret Acct F++Emerging Markets23fund risk0.67%
Oakmark International Ret Acct A+International Large Cap - Value29fund risk0.98%
Bonds     
Stable Value Account CU.S. Cash / Money Market0fund risk0%
Baird Aggregate Bond Ret Acct B-Bond - Multi Sector3fund risk0.3%
SSgA U.S. Bond Index Ret Acct C-Bond - Multi Sector3fund risk0.07%
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