This plan continues to be helped a little by company stock D. The Balanced portfolio has made incremental perfomance improvements over last year and includes most of the Plan investment options this year. These investment options include 4 options in the Master Trust in this years scan.
Dominion Stock Fund -D
Interest in Master Trust
-Stable Value Fund (BNY Mellon) - SVF.mel
-Large Cap Growth Fund (RCM Fund) - RCLGX
-Small Cap Value Fund ( Lee Munder Fund) - MNVAX
-Small Cap Growth Fund (Cadence Fund) - TSCIX (proxy)
Common/Collective Trusts
-Intermediate Bond Fund - MIIDX
-Large Cap Value Fund - IWD
-S&P 500 Index Fund - SPY
-Wilshire 4500 Index Fund - VXF
Mutual Funds
-International Equity - VHGEX
-Real Estate Fund - VGSIX
-Target Retirement Income Fund - VTINX
-Target Retirement 2005 Fund - VTOVX
-Target Retirement 2015 Fund - VTXVX
-Target Retirement 2025 Fund - VTTVX
-Target Retirement 2035 Fund - VTTHX
-Target Retirement 2045 Fund - FTIVX
Not all of the Target Retirment funds are in the scan. Keep in mind these funds are highly correlated by design and an individual participant should own no morethan 2 in my opinion. That is because more provide almost no diversification benefit.
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