Van small cap growth idx adm
[PDF File]A bold new path to retirement starts now
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carillon eagle mid cap growth hraux carillon eagle mid cap growth r6 hraux ... van mid cap index adm vimax vanguard mid cap index adm vimax vanguard sm cp idx adm vsmax vanguard small cap index adm vsmax vanguard tl bd mk idx adm vbtlx vanguard total bond market index adm vbtlx ...
[PDF File]Participant Fee Disclosure - Grande Oaks - Nova
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fund added: vanguard 500 idx adm vfiax fund added: jpmorgan large cap growth r6 jlgmx fund added: neuberger berman soc respns r6 nrsrx fund added: j handock disciplined value r6 jdvwx fund added: van mid cap index adm vimax fund added: goldman sachs …
[PDF File]NC 403(b) Program Report James Summerlin, Relationship …
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T ROWE PRICE GROWTH AND INCOME ; $154 . 0.04% . TIAA-CREF SOCIAL CH EQ -INST . $18 . 0.00% . VAN MID CAPTALIZTN IDX ADMIRAL ; $9,016 . ... VAN SMALL CAP INDEX ADMIRAL . $732 . 0.52% . VANGUARD 500 INDEX FUND . $3,137 . 2.25% . VANGUARD TTL INTL STK IDX ADM . $614 . 0.44% . VANGUARD WINDSOR II ADMIRAL . $90 . 0.06% . Equities Total . $6,535 . 4 ...
[PDF File]ALLEGIANCE ADVANTAGE
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van small cap growth idx adm . northern small cap value. vanguard ttl intl stk ind adm american europacific grow f2. fidelity adv divrsfd intl i . vanguard emg mkts stk idx adm. van total world stock idx inv nuveen realestate securities i. vanguard retirement 2020 inv .
[PDF File]Enrollment Form
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VTSAX Vanguard Total Stock Mkt Idx Adm VWUAX Vanguard US Growth Admiral ... VSGAX Vanguard Small Cap Growth Index Admiral VSMAX Vanguard Small Cap Index Adm VSIAX Vanguard Small Cap Value Index Admiral You must select either section (A) Bespoke Automated Investment Allocation Service, (B) Pre-Allocated Portfolio, or (C) Self-Directed. ...
[PDF File]COMPARABLE FUNDS - TIAA
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Large Growth Vanguard 500 Index Adm : VFIAX : TIAA Access Lg-Cap Val Idx ; Large Value Vanguard 500 Index Adm : VFIAX : TIAA Access-AF Wash Mut Inv ; Large Blend Vanguard 500 Index Adm : VFIAX : TIAA Access S&P 500 Index T ; Large Blend Vanguard 500 Index Adm : VFIAX : TIAA Access-TRP Inst LC Gr T ; Large Growth MFS Growth R6 : MFEKX : Mid Cap ...
[PDF File]NC Total Retirement Plans
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t rowe price growth and income $115,016 2.00% tiaa-cref social ch eq-inst $29,567 0.52% van mid captaliztn idx admiral $254,714 4.44% van small cap index admiral $149,374 2.60% vanguard 500 index fund $816,574 14.23% vanguard ttl intl stk idx adm $78,115 1.36% vanguard windsor ii …
[PDF File]Addendum #1
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VAN TOTAL BOND MKT IDX ADMIRAL $4,218,010.07 1.08% VANGUARD EXTENDED MKT IDX ADM $5,476,156.04 1.40% VANGUARD INSTITUTIONAL INDEX I $28,272,182.55 7.24% VANGUARD TTL INTL STK IDX ADM $5,241,014.68 1.34% • Most recent Plan Outcomes Assessment (POA) report from TIAA • Most recent Plan Economics Reconciliation (PER) report from TIAA
[PDF File]LARGE BLEND LARGE GROWTH MIDCAP BLEND SMALL …
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SMALL BLEND VANGUARD SM CP IDX ADM VSMAX 27.10% 19.11% 19.11% 11.22% 13.60% 12.01% 0.05% 0.05% Russell 2000 Index 31.37% 19.96% 19.96% 10.25% 13.26% 11.20% — — Morningstar Category Average 28.06% 10.99% 10.99% 6.41% 10.50% 9.83% — — SMALL GROWTH VANGUARD EXPLORER ADM VEXRX 26.65% 31.48% 31.48% 19.03% 18.48% 14.30% 0.34% 0.34%
[PDF File]FUND SUMMARY BY PRODUCT
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mtl398 van. small cap index signal $0.00 mtl398 vanguard 500 idx adm $332,977.92 $5,409,468.35 578 mtl398 vanguard 500 index signal $0.00 mtl398 vanguard sm cp idx adm : $99,080.09 $1,485,876.45: 366 mtl398 vanguard tgt rtmt 2020 $236,196.35 $2,829,076.18 433 mtl398 vanguard tgt rtmt 2025 $284,691.20 $3,826,830.68 602
[PDF File]NC 403(b) Program Report James Summerlin, Relationship …
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I. Executive Summary • 33 Districts enrolled: 3 Sole Recordkeeping decisions, 9 decisions for new enrollees to the State 403(b) only, 21 Multi-Vendor decisions. We are targeting an additional 17 districts by the end of 2014.
[PDF File]Diocese of Buffalo Defined Contribution Plan
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____% wells fargo lrg cap core i (egoix) ____% wells fargo small co growth r6 (wscrx) 100% Total 1 Policy Form GFUA-398 or GFUA-12, a group fixed unallocated annuity, issued by The Variable Annuity Life Insurance Company, Houston,
[PDF File]COMPARABLE FUNDS - TIAA
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TIAA Access Lg-Cap Gr Idx T ; Large Growth Vanguard 500 Index Adm : VFIAX : TIAA Access Lg-Cap Val Idx ; Large Value Vanguard 500 Index Adm ... Small Cap Equity U.S. TIAA Access Sm-Cap B1 Idx T . Small Blend Vanguard Small Cap Inde x ... h QLSGX . TIAA Access-VAN SmCapVal IX ; Small Value Wells Fargo Special Small Cap Valu R6 : e ESPRX . TIAA ...
[PDF File]Paychex Guided Fund Select
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Paychex® Guided Fund Select Non-Broker Series ... Small Cap Stock Foreign Developed Stock Emerging Markets Stock FTSE Treasury Bill 3 Month Bloomberg-Barclays US Govt./Credit Intermediate ... Vanguard Mortgage-Backed Secs Idx Adm VMBSX 0.07% 1.36% 2.09% 4.22% 2.09% 1.66% 2.47%
[PDF File]Participant Fee Disclosure - VALIC
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fund added: vanguard 500 idx adm vfiax fund added: jpmorgan large cap growth r6 jlgmx fund added: neuberger berman soc respns r6 nrsrx fund added: j handock disciplined value r6 jdvwx fund added: van mid cap index adm vimax fund added: goldman sachs grwth opp instl ggoix fund added: mfs mid cap …
[PDF File]Supplement to the Prospectuses and Summary Prospectuses for
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Vanguard Small-Cap Growth Index Fund Vanguard Small-Cap Index Fund ... Vanguard Marketing Corporation, Distributor. PS ADM 112018. Investor Shares & Admiral™ Shares ... Vanguard U.S. Stock Index Small-Capitalization Funds Prospectus The Securities and Exchange Commission (SEC) has not approved or disapproved these securities or
MARKET INDICATORS As of 4/17/20 - Equity Fund Research
MARKET INDICATORS As of 4/17/20 Market Risk Measures per EFR Market Index ... VAN 500 Idx Adm LI 64 10 10 11 -1.5 BAMBaronAssetMG64111011-4.8 ... sCNS Small Cap SG 59 10 10 10 -12.9 WBLSMIDGrowthMG58101010-9.8 PUTMutliCapCoAB58101010-4.6 ETF TT FreeCash AB 58 9 10 9 -9.3
[PDF File]Collin Invests Enhanced Retirement Savings Plan
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____% VANGUARD TL BD MK IDX ADM (VBTLX) ____% VANGUARD TOT INTL STCK IDX ADM (VTIAX) ____% WELLSFARGO SP MD CP VAL R6 (WFPRX) 100% Total 1 Policy Form GFUA-315, a group fixed unallocated annuity, issued by The Variable Annuity Life Insurance Company, Houston, Texas. ENROLL IN YOUR RETIREMENT PLAN USING THE INTERNET OR YOUR TELEPHONE
[PDF File]Children's Hospital Medical Center of Akron 457(b ...
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CHOOSE YOUR DEFERRAL AMOUNT How much do you want to defer from your paycheck on a pre-tax basis? Choose a whole percentage between 1% and 100% of your annual salary or choose a dollar amount. $_____ or _____%
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