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Seattle Pacific University Employee Savings Plan - 403(B)

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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 2015 Fund Investor SharesVTXVXBU.S. All Cap11fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXCU.S. All Cap16fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXCU.S. All Cap19fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap21fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap23fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXDU.S. All Cap26fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXDU.S. All Cap28fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXDU.S. All Cap28fund risk0.19%
Vanguard 500 Index Fund Admiral ClassVFIAXDU.S. Large Cap34fund risk0.05%
JPMorgan Disciplined Equity Fund Select ClassJDESXCU.S. Large Cap34fund risk0.59%
TIAA-CREF Social Choice Equity Fund Institutional ClassTISCXCU.S. All Cap34fund risk0.18%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXB--U.S. Mid Cap36fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXD--U.S. Mid Cap39fund risk0.09%
Vanguard Target Retirement Income Fund Investor SharesVTINXB--U.S. Mid Cap9fund risk0.17%
U.S. Equities - Growth     
Alger Capital Appreciation Institutional Fund Class IALARXB++U.S. Large Cap - Growth34fund risk1.19%
U.S. Equities - Value     
Oakmark Equity And Income Fund Class IOAKBXB--U.S. Mid Cap - Value24fund risk0.77%
BlackRock U.S. Opportunities Portfolio Institutional SharesBMCIXF--U.S. Large Cap - Value32fund risk1.01%
BlackRock Equity Dividend Fund Institutional SharesMADVXF--U.S. All Cap - Value33fund risk0.72%
T. Rowe Price Mid-Cap Value FundTRMCXB--U.S. Mid Cap - Value36fund risk0.8%
Prudential QMA Small-Cap Value Fund Class ZTASVXC--U.S. Small Cap - Value53fund risk0.67%
Specialty     
Nuveen Real Estate Securities Fund Class IFARCXC--U.S. Real Estate40fund risk1%
Global & Intl. Equity     
First Eagle Overseas Fund Class ISGOIXC-International Small Cap18fund risk0.9%
MFS International Value Fund Class R4MINHXAInternational Large Cap - Growth24fund risk0.83%
Invesco International Growth Fund R5 ClassAIEVXA--Europe27fund risk0.97%
American Funds EuroPacific Growth Fund Class R-6RERGXA--Europe27fund risk0.49%
Oppenheimer Developing Markets Fund Class YODVYXC-Emerging Markets28fund risk1.01%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Principal High Yield Fund Institutional ClassPHYTXCBond - U.S. High Yield11fund risk0.58%
PIMCO Low Duration Fund Institutional ClassPTLDXB++Bond - Multi Sector2fund risk0.46%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector5fund risk0.46%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
American Independence U.S. Inflation-Protected Fund Institutional ClassFFIHX Other0fund risk0.32%
Royce Small-Cap Leaders Fund Investment ClassROHHX Other0fund risk1.2%
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