top of page

Atlantic Housing 401(k)

Investment Menu

​

Below you will find a list of the investment alternatives available in the Atlantic Housing 401(k) plan. 

​

For detailed information regarding each of the available mutual funds, we have provided links to the most recent fund data at both the investment company websites (e.g. Dimensional, Vanguard, TIAA) and Morningstar. 

​

STOCK MUTUAL FUNDS

vanguard.png

Vanguard 500 Index Admiral

med high.jpg

Ticker

Category

US Large Blend

VFIAX

Expense Ratio

0.04%

vanguard.png

Vanguard Value Index Admiral

med high.jpg

Ticker

Category

US Large Value

VVIAX

Expense Ratio

0.05%

vanguard.png

Vanguard Mid Cap Index Admiral

High.jpg

Ticker

Category

US Mid-Cap Blend

VIMAX

Expense Ratio

0.05%

vanguard.png

Vanguard Small Cap Index Admiral

High.jpg

Ticker

Category

US Small Blend

VSMAX

Expense Ratio

0.05%

vanguard.png

Vanguard Developed Markets Index Admiral

High.jpg

Ticker

Category

Foreign Large Blend

VTMGX

Expense Ratio

0.07%

vanguard.png

Vanguard Real Estate Index Admiral

High.jpg

Ticker

Category

Real Estate

VGSLX

Expense Ratio

0.12%

BOND MUTUAL FUNDS

Dimensional.jpg

DFA Inflation Protected Securities Portfolio

med low.jpg

Ticker

Category

US Bond

DIPSX

Expense Ratio

0.11%

Dimensional.jpg

DFA Investment Grade

med low.jpg

Ticker

Category

US Bond

DFAPX

Expense Ratio

0.22%

MONEY MARKET FUND

Fidelity.png

Fidelity VIP Government Money Market 

Low.jpg

Ticker

Category

Money Market

FVVJT

Expense Ratio

0.26%

RISK-BASED MUTUAL FUNDS

vanguard.png

Vanguard LifeStrategy Income

med low.jpg

Ticker

Category

15% - 30% Equity

VASIX

Expense Ratio

0.11%

vanguard.png

Vanguard LifeStrategy Balanced Index Investor

Medium.jpg

Ticker

Category

50% - 70% Equity

VBIAX

Expense Ratio

0.07%

vanguard.png

Vanguard LifeStrategy Conservative Growth Investor

Medium.jpg

Ticker

Category

30% - 50% Equity

VSCGX

Expense Ratio

0.12%

vanguard.png

Vanguard LifeStrategy Moderate Growth Investor

Medium.jpg

Ticker

Category

50% - 70% Equity

VSMGX

Expense Ratio

0.13%

vanguard.png

Vanguard LifeStrategy Growth Investor

med high.jpg

Ticker

Category

70% - 85% Equity

VASGX

Expense Ratio

0.14%

TARGET-DATE MUTUAL FUNDS

vanguard.png

Vanguard Target Retirement Income

Medium.jpg

Ticker

Category

Target Date

VTINX

Expense Ratio

0.12%

vanguard.png

Vanguard Target Retirement 2015

Medium.jpg

Ticker

Category

Target Date

VTXVX

Expense Ratio

0.13%

vanguard.png

Vanguard Target Retirement 2020

med high.jpg

Ticker

Category

Target Date

VTWNX

Expense Ratio

0.13%

vanguard.png

Vanguard Target Retirement 2025

med high.jpg

Ticker

Category

Target Date

VTTVX

Expense Ratio

0.13%

vanguard.png

Vanguard Target Retirement 2030

med high.jpg

Ticker

Category

Target Date

VTHRX

Expense Ratio

0.14%

vanguard.png

Vanguard Target Retirement 2035

med high.jpg

Ticker

Category

Target Date

VTTHX

Expense Ratio

0.14%

vanguard.png

Vanguard Target Retirement 2040

med high.jpg

Ticker

Category

Target Date

VFORX

Expense Ratio

0.14%

vanguard.png

Vanguard Target Retirement 2045

med high.jpg

Ticker

Category

Target Date

VTIVX

Expense Ratio

0.15%

vanguard.png

Vanguard Target Retirement 2050

med high.jpg

Ticker

Category

Target Date

VFIFX

Expense Ratio

0.15%

vanguard.png

Vanguard Target Retirement 2055

med high.jpg

Ticker

Category

Target Date

VFFVX

Expense Ratio

0.15%

vanguard.png

Vanguard Target Retirement 2060

med high.jpg

Ticker

Category

Target Date

VTTSX

Expense Ratio

0.15%

vanguard.png

Vanguard Target Retirement 2065

med high.jpg

Ticker

Category

Target Date

VLXVX

Expense Ratio

0.15%

bottom of page