If after reviewing this information you still have questions or concerns, please feel free to contact Michael Rice or Troy Jensen. We are always happy to help.

401K Investment Information

Fund Performance Information

Compare the recent performace of the available funds to see how your selections are performing or to help you make an informed decision as to how you want to invest in your future.

Fund Fact Sheets

For more information on a particular fund, select it from the list below.

Target Retirement Funds

• VANGUARD TARGET RETIREMENT 2015 (VTXVX)
• VANGUARD TARGET RETIREMENT 2020 (VTWNX)
• VANGUARD TARGET RETIREMENT 2025 (VTTVX)
• VANGUARD TARGET RETIREMENT 2035 (VTTHX)
• VANGUARD TARGET RETIREMENT 2045 (VTIVX)

Fixed Income Funds

• SCHWAB MONEY MARKET FUND (SWIXX)
• VANGUARD INFLATION PROTECED BOND (VIPSX)

Bond Funds

• FEDERATED INCOME TRUST (FICMX)
• DODGE & COX INCOME FUND (DODIX)
• PIMCO LOW DURATION (PTLDX)

Asset Allocation Funds

• ANB INCOME MODEL
• ANB BALANCED MODEL
• ANB APPRECIATION MODEL

Stock Funds

• VANGUARD S&P 500 INDEX FUND (VFINX)
• GOLDMAN SACHS LARGE CAP VALUE (GSLIX)
• MARSICO GROWTH FUND (MGRIX)
• CRM MID CAP VALUE FUND (CRIMX)
• NEUBERGER BERMAN GENESIS FUND (NBGNX)
• HIGH MARK NYSE ARC TECH 100 (PPTIX)
• COHEN & STEERS REALTY SHARES (CSRSX)
• FIDELITY DIVERSIFIED INTERNATIONAL (FDIVX)
• DODGE & COX INTERNATIONAL (DODFX)
• RAINIER SMALL/MID EQUITY (RAISX)
• DODGE & COX STOCK FUND (DODGX)

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