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Westwood Professional Services, Inc. 401(K) Profit Sharing Plan And Trust

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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 LifeStrategy Moderate Growth Fund Investor SharesVSMGXCU.S. All Cap12fund risk0.16%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Vanguard LifeStrategy Growth Fund Investor SharesVASGXCU.S. All Cap15fund risk0.17%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap17fund risk0.18%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
T. Rowe Price Mid-Cap Growth FundRPMGXD++U.S. Mid Cap22fund risk0.78%
DFA U.S. Sustainability Core 1 PortfolioDFSIXBU.S. All Cap22fund risk0.33%
Fidelity Mid Cap IndexFSMDXC++U.S. Mid Cap24fund risk0.04%
Fidelity Small Cap IndexFSSNXC++U.S. Small Cap31fund risk0.05%
Vanguard LifeStrategy Income Fund Investor SharesVASIXCU.S. Large Cap4fund risk0.13%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXCU.S. All Cap8fund risk0.15%
U.S. Equities - Growth     
Putnam Growth Opportunities Fund Class R6PGOEXF--U.S. Large Cap - Growth24fund risk0%
Vanguard Explorer Fund Admiral SharesVEXRXA+U.S. Small Cap - Growth26fund risk0.34%
U.S. Equities - Value     
DFA U.S. Large Cap Value III PortfolioDFUVXB++U.S. All Cap - Value26fund risk0.13%
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXC++U.S. Small Cap - Value31fund risk0.09%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXA++Commodities15fund risk0.74%
Cohen & Steers Realty Shares FundCSRSXC--U.S. Real Estate27fund risk0.97%
Global & Intl. Equity     
DFA International Sustainability Core 1 PortfolioDFSPXF++International Small Cap18fund risk0.5%
Schwab International Index FundSWISXBInternational Large Cap19fund risk0.19%
Oppenheimer Developing Markets Fund Class IODVIXD++Emerging Markets20fund risk0.87%
DFA International Small Cap Value Portfolio Institutional ClassDISVXC++International Small Cap21fund risk0.69%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
DFA Intermediate Government Fixed Income Portfolio Institutional ClassDFIGXC--U.S. Treasury - Intermediate4fund risk0.12%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
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