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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 Target Retirement 2020 Fund Investor SharesVTWNXFU.S. All Cap10fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Columbia Balanced Fund Class ZCBALXBU.S. Large Cap13fund risk0.88%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
Harbor Capital Appreciation Fund Institutional ClassHACAXF--U.S. Large Cap - Growth28fund risk0.65%
Brown Capital Management Small Company Fund Institutional SharesBCSSXF--U.S. Mid Cap - Growth28fund risk1.05%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class AMACGXA--U.S. Mid Cap - Growth36fund risk0.95%
U.S. Equities - Value     
American Beacon Large Cap Value Fund Investor ClassAAGPXB++U.S. All Cap - Value26fund risk0.93%
Artisan Mid Cap Value Fund Institutional ClassAPHQXB++U.S. Mid Cap - Value29fund risk0.98%
AllianzGI NFJ Small-Cap Value Fund Administrative ClassPVADXF++U.S. Small Cap - Value30fund risk1.02%
Global & Intl. Equity     
Artisan International Fund Investor ClassARTIXC-International Large Cap - Growth17fund risk1.2%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXB++Emerging Markets19fund risk1.09%
American Beacon International Equity Fund Investor ClassAAIPXB+International Large Cap - Value24fund risk1.04%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
BlackRock Core Bond Portfolio Institutional SharesBFMCXB-Bond - Multi Sector3fund risk0.56%
T. Rowe Price U.S. Treasury Intermediate FundPRTIXC-U.S. Treasury - Short / Intermediate4fund risk0.51%
PIMCO High Yield Fund Administrative ClassPHYAXC++Bond - U.S. High Yield6fund risk0.8%
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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