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IRA-Vanguard

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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 Index Fund Institutional Plus SharesVIIIXCU.S. Large Cap34fund risk0.02%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap38fund risk0.08%
U.S. Equities - Growth     
Vanguard Information Technology Index Fund Admiral SharesVITAXA++U.S. Large Cap - Growth38fund risk0.14%
U.S. Equities - Value     
Third Avenue Real Estate Value Fund Institutional ClassTAREXF--U.S. Mid Cap - Value34fund risk1.08%
Vanguard Value Index Fund Institutional SharesVIVIXC--U.S. Mega Cap - Value34fund risk0.08%
Nuveen NWQ Small-Cap Value Fund Class INSCRXC--U.S. Small Cap - Value41fund risk1.11%
Vanguard Energy ETFVDEF--U.S. Mid Cap - Value53fund risk0.14%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Goldman Sachs High Yield Fund InstitutionalGSHIXC-Bond - U.S. High Yield12fund risk0.72%
Columbia Bond Fund Class YCBFYXB++Bond - Multi Sector6fund risk0.53%
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