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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 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%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
T. Rowe Price Mid-Cap Growth FundRPMGXD++U.S. Mid Cap22fund risk0.78%
Fidelity Mid Cap IndexFSMDXC++U.S. Mid Cap24fund risk0.04%
Fidelity Small Cap IndexFSSNXC++U.S. Small Cap31fund risk0.05%
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     
T. Rowe Price Blue Chip Growth ITBCIXF--U.S. Large Cap - Growth25fund risk0%
U.S. Equities - Value     
JPMorgan Value Advantage Fund Institutional Class SharesJVAIXC++U.S. All Cap - Value26fund risk0.74%
Undiscovered Managers Behavioral Value Fund Class R6UBVFXC++U.S. Small Cap - Value42fund risk0.79%
Specialty     
Fidelity Real Estate IndexFSRNXC--U.S. Real Estate31fund risk0.07%
Global & Intl. Equity     
Fidelity International IndexFSPSXBInternational Large Cap18fund risk0.06%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Fidelity Emerging Markets IndexFPADXC++Emerging Markets20fund risk0.1%
Oppenheimer Developing Markets Fund Class IODVIXD++Emerging Markets20fund risk0.87%
Bonds     
Fidelity Government Money Market Fund K6CU.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Class IMWTIXB-Bond - Multi Sector3fund risk0.4%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
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