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Osf Saint Francis, Inc. 401(K) 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 Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap12fund risk0.04%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC-U.S. Mid Cap12fund risk0.08%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap14fund risk0.09%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXAU.S. Large Cap4fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXBU.S. Large Cap5fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. Large Cap6fund risk0.18%
American Funds American Balanced Fund Class R-4RLBEXBU.S. Large Cap7fund risk0.65%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. Large Cap7fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. Large Cap8fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. Large Cap9fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. Large Cap10fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. Large Cap10fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. Large Cap10fund risk0.19%
U.S. Equities - Growth     
Lord Abbett Growth Opportunities Fund Class ILMGYXB-U.S. Mid Cap - Growth14fund risk1.06%
Oppenheimer Global Fund Class Fund Class YOGLYXF+U.S. All Cap - Growth14fund risk0.92%
Harbor Capital Appreciation Fund Institutional ClassHACAXC++U.S. Large Cap - Growth15fund risk0.65%
Baron Small Cap Fund Institutional ClassBSFIXD-U.S. Mid Cap - Growth15fund risk1.05%
U.S. Equities - Value     
T. Rowe Price Mid-Cap Value FundTRMCXF--U.S. Mid Cap - Value12fund risk0.8%
Dodge & Cox Stock FundDODGXD-U.S. All Cap - Value14fund risk0.52%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXC--U.S. Small Cap - Value15fund risk0.98%
Global & Intl. Equity     
Harbor International Fund Institutional ClassHAINXB-Europe10fund risk0.74%
Wells Fargo Emerging Markets Equity Fund - Class InstEMGNXA--Emerging Markets14fund risk1.22%
Vanguard Target Retirement Income Fund Investor SharesVTINXAInternational Large Cap - Growth3fund risk0.17%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC++U.S. Treasury - TIPS4fund risk0.07%
PIMCO Total Return Fund Institutional ClassPTTRXC++U.S. Treasury - Intermediate4fund risk0.46%
Other     
PNC Money Market Fund Class IPCIXX Other0fund risk0%
PNC Limited Maturity Bond Fund Class InstitutionalPMYIX Other0fund risk0.49%
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