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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 Health Care Index Fund Admiral SharesVHCIXFU.S. Large Cap20fund risk0.14%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
TIAA-CREF Social Choice Equity Fund Premier ClassTRPSXCU.S. All Cap21fund risk0.33%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC-U.S. Mega Cap21fund risk0.16%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap21fund risk0.05%
Vanguard Telecommunication Services Index Fund Admiral ClassVTCAXA-U.S. Mega Cap23fund risk0.14%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard Strategic Small-Cap Equity Fund Investor SharesVSTCXB++U.S. Small Cap30fund risk0.38%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
Vanguard Growth Index Fund Admiral SharesVIGAXC--U.S. Large Cap - Growth24fund risk0.09%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA+U.S. Small Cap - Growth27fund risk0.1%
Vanguard Information Technology Index Fund Admiral SharesVITAXC--U.S. All Cap - Growth27fund risk0.14%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXC+U.S. Mega Cap - Value21fund risk0.21%
Vanguard Value Index Fund Admiral SharesVVIAXC+U.S. Mega Cap - Value22fund risk0.09%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXD++U.S. Mid Cap - Value27fund risk0.09%
Vanguard Industrials Index Fund Admiral SharesVINAXC++U.S. Mid Cap - Value27fund risk0.14%
Vanguard Materials Index Fund Admiral SharesVMIAXB++U.S. Mid Cap - Value27fund risk0.14%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXC++U.S. Small Cap - Value31fund risk0.09%
Vanguard Financials Index Fund Admiral SharesVFAIXC++U.S. All Cap - Value32fund risk0.14%
Vanguard Tax-Managed Small Cap Fund Admiral SharesVTMSXC++U.S. Small Cap - Value33fund risk0.12%
Vanguard Energy Index Fund Admiral SharesVENAXB++U.S. All Cap - Value47fund risk0.14%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXB--U.S. Real Estate24fund risk0.32%
Vanguard Utilities Index Fund Admiral SharesVUIAXD--U.S. Real Estate24fund risk0.14%
DFA Real Estate Securities Portfolio Institutional ClassDFREXC--U.S. Real Estate27fund risk0.18%
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
Vanguard Developed Markets Index Fund Admiral SharesVTMGXAInternational Large Cap19fund risk0.09%
DFA Large Cap International Portfolio Institutional ClassDFALXBInternational Large Cap19fund risk0.29%
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXC++Emerging Markets19fund risk0.15%
Bonds     
Vanguard Federal Money Market Fund Investor SharesVMFXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCBond - U.S. Mortgages1fund risk0.1%
Vanguard Short-Term Corporate Bond Index Fund Admiral SharesVSCSXB-Bond - U.S. Corporate1fund risk0.12%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB-Bond - U.S. Corporate2fund risk0.1%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages2fund risk0.11%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral SharesVTAPXB+U.S. Treasury - TIPS2fund risk0.1%
Vanguard Long-Term Government Bond Index Fund Admiral SharesVLGSXD--U.S. Treasury - Long13fund risk0.12%
Vanguard Total International Bond Index Fund Admiral SharesVTABXB--U.S. Treasury - Intermediate2fund risk0.2%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
DFA World ex U.S. Government Fixed Income Portfolio Institutional Class SharesDWFIXC--U.S. Treasury - Intermediate4fund risk0.2%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
DFA Intermediate-Term Extended Quality Portfolio Institutional Class SharesDFTEXB-Bond - Multi Sector5fund risk0.22%
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