Investment Line-up

Blue Ocean 401(k) Plan Investment Line Up

CategoryFund NameSymbolExp. Ratio
EQUITIES
Large BlendVanguard 500 Index AdmiralVIGAX0.05
Mid CapVanguard Mid Cap IndexVIMAX0.08
Small CapVanguard Small Cap IndexVIMAX0.08
BalancedVanguard Balanced indexVBIAX0.07
WorldVanguard FTSE All-WorldVFWAX0.11
Emerging MarketsVanguard Emerging Mkts IndexVEMAX0.15
Real Estate (REIT)Vanguard REIT IndexVGSLX0.12
Average Expense Ratio0.09
FIXED INCOME
Money MarketVanguard Prime Money MarketVMMXX0.16
Ultrashort BondVanguard Short-Term Gov't Bond IndexVSBSX0.07
Interm-term Gov'tVanguard Interm-Term Gov't Bond IndexVSIGX0.07
Interm-term BondVanguard Total Bond Mkt IndexVBTLX0.06
Short-term Corp BondVanguard Short-Term Corp Bond IndexVSCSX0.07
Short-term Diversi-fied BondVanguard Short-Term Bond IndexVBIRX0.09
Inflation Protected BondDFA Inflation Protected SeuritiesDIPSX0.12
World BondVanguard Total International Bond IndexVTABX0.14
Average Expense Ratio0.10
TARGET DATE FUNDS
Traget DateTIAA_CREF Lifecycle Index Ret IncTRILX0.10
Traget DateTIAA-CREF Lifecycle Index 2020TLWIX0.10
Traget DateTIAA-CREF Lifecycle Index 2025TLQIX0.10
Traget DateTIAA-CREF Lifecycle Index 2030TLHIX0.10
Traget DateTIAA-CREF Lifecycle Index 2035TLYIX0.10
Traget DateTIAA-CREF Lifecycle Index 2040TLZIX0.10
Traget DateTIAA-CREF Lifecycle Index 2045TLXIX0.10
Traget DateTIAA-CREF Lifecycle Index 2050TLLIX0.10
Traget DateTIAA-CREF Lifecycle Index 2055TTIIX0.10
Traget DateTIAA-CREF Lifecycle Index 2060TVIIX0.10
Average Expense Ratio0.10