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Ahmedabad Wealth Management:Tiered Investment Choices for the Duke University Faculty and Staff Retirement Plan

 2024-11-11  Read 8  Comment 0

Abstract: Asset ClassFund NameTickerExpense Ratio*TIER 1: Target Date Funds   Target-Date RetirementVanguard Target Retirement Income FundVTINX0.08%Target-Date 2020Vanguard Target Retirement 2020 FundVTWNX0.08%Target-Date 2025Vanguard Target Retirement 202

Tiered Investment Choices for the Duke University Faculty and Staff Retirement Plan

Asset ClassFund NameTickerExpense Ratio*TIER 1: Target Date Funds   Target-Date RetirementVanguard Target Retirement Income FundVTINX0.08%Target-Date 2020Vanguard Target Retirement 2020 FundVTWNX0.08%Target-Date 2025Vanguard Target Retirement 2025 FundVTTVX0.08%Target-Date 2030Vanguard Target Retirement 2030 FundVTHRX0.08%Target-Date 2035Vanguard Target Retirement 2035 FundVTTHX0.08%Target-Date 2040Vanguard Target Retirement 2040 FundVFORX0.08%Target-Date 2045Vanguard Target Retirement 2045 FundVTIVX0.08%Target-Date 2050Vanguard Target Retirement 2050 FundVFIFX0.08%Target-Date 2055Vanguard Target Retirement 2055 FundVFFVX0.08%Target-Date 2060Vanguard Target Retirement 2060 FundVTTSX0.08%Target-Date 2065Vanguard Target Retirement 2065 FundVLXVX0.08%Target-Date 2070Vanguard Target Retirement 2070 FundVSVNX0.08%TIER 2: Core Funds   Money MarketVanguard Federal Money Market InvestorVMFXX0.11%Stable ValueVALIC Fixed Interest OptionN/AN/AStable ValueTIAA Traditional Fixed AccountN/AN/AIntermediate-Term BondVanguard Total Bond Market Index Instl PlusVBMPX0.03%Intermediate-Term BondMetropolitan West Total Return Bd PlanMWTSX0.37%Multisector BondPIMCO Income InstlPIMIX0.62%Large ValueMFS® Value R6MEIKX0.44%Large ValueVanguard Equity-Income AdmVEIRX0.19%Large BlendVanguard Institutional Index Instl PlusVIIIX0.02%Large BlendVanguard FTSE Social Index InstlVFTNX0.12%Large BlendVanguard PRIMECAP AdmVPMAX0.31%Large GrowthFidelity® Contrafund® K6FLCNX0.45%Large GrowthJP Morgan Large Cap Growth Fund Class R6JLGMX0.52%Mid-Cap ValueAmerican Century Mid Cap Value R6AMDVX0.63%Mid-Cap ValueMFS® Mid Cap Value R6MVCKX0.63%Mid-Cap ValueFidelity® Low-Priced Stock K6FLKSX0.50%Mid-Cap BlendVanguard Extended Market Index Instl PlusVEMPX0.04%Mid-Cap GrowthMassMutual Mid Cap Growth IMEFZX0.71%Foreign Large BlendVanguard Total Intl Stock Index InstlVTSNX0.09%Foreign Large BlendAmerican Funds Europacific Growth R6RERGX0.47%Foreign Large GrowthVanguard International Growth AdmVWILX0.31%Foreign Small/Mid BlendFidelity® International Small CapFISMX1.01%Small ValueFidelity® Small Cap ValueFCPVX1.00%Small GrowthFidelity® Small Cap Growth K6FOCSX0.60%Diversified Emerging MarketsVanguard Emerging Mkts Stock Idx InstlVEMIX0.10%Specialty -Real EstateVanguard REIT Index InstitutionalVGSNX0.10%Ahmedabad Wealth Management


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