325 / 499
Investment Option
Annualized
Return
Cumulative
Return
Vanguard Target Retirement 2040 Inv
VFORX
9.18%
84.96%
US Fund Target-Date 2040
$FOCA$TJ$$;CA]FO
7.82%
69.38%
Category +/-
1.36%
15.58%
Vanguard Target Retirement 2045 Inv
VTIVX
9.22%
85.36%
US Fund Target-Date 2045
$FOCA$TK$$;CA]FO
8.18%
73.40%
Category +/-
1.04%
11.96%
Vanguard Target Retirement 2050 Inv
VFIFX
9.21%
85.28%
US Fund Target-Date 2050
$FOCA$TN$$;CA]FO
8.06%
72.03%
Category +/-
1.15%
13.25%
Vanguard Target Retirement 2055 Inv
VFFVX
N/A
N/A
US Fund Target-Date 2055
$FOCA$TL$$;CA]FO
8.38%
75.64%
Category +/-
N/A
N/A
Vanguard Target Retirement 2060 Inv
VTTSX
N/A
N/A
US Fund Target-Date 2055
$FOCA$TL$$;CA]FO
8.38%
75.64%
Category +/-
N/A
N/A
American Funds American Balanced R6
RLBGX
10.45%
100.50%
US Fund Allocation--50% to 70% Equity
$FOCA$MA$$;CA]FO
7.05%
61.07%
Category +/-
3.40%
39.43%
T. Rowe Price Equity Income I
reipx
11.05%
108.32%
US Fund Large Value
$FOCA$LV$$;CA]FO
10.81%
105.21%
Category +/-
0.24%
3.11%
Vanguard Value Index Adm
VVIAX
12.82%
132.60%
US Fund Large Value
$FOCA$LV$$;CA]FO
10.81%
105.21%
Category +/-
2.00%
27.39%
Vanguard Windsor™ II Admiral™
VWNAX
11.37%
112.57%
US Fund Large Value
$FOCA$LV$$;CA]FO
10.81%
105.21%
Category +/-
0.56%
7.37%
Calvert US Large Cap Core Rspnb Idx I
CISIX
12.75%
131.70%
US Fund Large Blend
$FOCA$LB$$;CA]FO
10.72%
103.98%
Category +/-
2.03%
27.72%
Vanguard Institutional Index I
VINIX
12.81%
132.49%
US Fund Large Blend
$FOCA$LB$$;CA]FO
10.72%
103.98%
Category +/-
2.09%
28.51%
American Funds Growth Fund of Amer R6
RGAGX
11.95%
120.35%
US Fund Large Growth
$FOCA$LG$$;CA]FO
10.73%
104.11%
Category +/-
1.22%
16.24%
T. Rowe Price Growth Stock I
PRUFX
12.98%
135.05%
US Fund Large Growth
$FOCA$LG$$;CA]FO
10.73%
104.11%
Category +/-
2.26%
30.94%