Your plan's funds - CHRISTIAN BROTHERS EMPLOYEE RETIREMENT SAVINGS PLAN


Your plan offers the following diversified lineup of funds. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus.
All investing is subject to risk.

Variable Return Funds in the plan
All-in-one options
Fund name Fund symbol/
number
Total annual operating expenses Average annual total return**
 as of 10/31/2019
Benchmark
As a % Per $1000 1-Year 5-Year 10-Year Since inception 1-Year 5-Year 10-Year
Vanguard Target Retirement Income VTINX
0308
0.12% 1.20 10.54%   4.53%   5.86%   5.31%
(10/27/2003)
10.74% 4.72% 6.02%
Target Retirement Income Composite Index
Vanguard Target Retirement 2015 VTXVX
0303
0.13% 1.30 10.88%   5.25%   7.50%   6.18%
(10/27/2003)
11.10% 5.48% 7.64%
Target Retirement 2015 Composite Index
Vanguard Target Retirement 2020 VTWNX
0682
0.13% 1.30 11.62%   5.93%   8.27%   6.32%
(06/07/2006)
11.83% 6.18% 8.49%
Target Retirement 2020 Composite Index
Vanguard Target Retirement 2025 VTTVX
0304
0.13% 1.30 12.18%   6.39%   8.84%   6.82%
(10/27/2003)
12.44% 6.64% 9.06%
Target Retirement 2025 Composite Index
Vanguard Target Retirement 2030 VTHRX
0695
0.14% 1.40 12.28%   6.69%   9.33%   6.68%
(06/07/2006)
12.52% 6.95% 9.55%
Target Retirement 2030 Composite Index
Vanguard Target Retirement 2035 VTTHX
0305
0.14% 1.40 12.34%   6.98%   9.80%   7.41%
(10/27/2003)
12.60% 7.25% 10.02%
Target Retirement 2035 Composite Index
Vanguard Target Retirement 2040 VFORX
0696
0.14% 1.40 12.37%   7.24%   10.08%   7.05%
(06/07/2006)
12.67% 7.54% 10.33%
Target Retirement 2040 Composite Index
Vanguard Target Retirement 2045 VTIVX
0306
0.15% 1.50 12.40%   7.36%   10.15%   7.82%
(10/27/2003)
12.76% 7.68% 10.40%
Target Retirement 2045 Composite Index
Vanguard Target Retirement 2050 VFIFX
0699
0.15% 1.50 12.39%   7.36%   10.15%   7.13%
(06/07/2006)
12.76% 7.68% 10.40%
Target Retirement 2050 Composite Index
Vanguard Target Retirement 2055 VFFVX
1487
0.15% 1.50 12.40%   7.33%     10.24%
(08/18/2010)
12.76% 7.68%
Target Retirement 2055 Composite Index
Vanguard Target Retirement 2060 VTTSX
1691
0.15% 1.50 12.40%   7.33%     9.93%
(01/19/2012)
12.76% 7.68%
Target Retirement 2060 Composite Index
Vanguard Target Retirement 2065 VLXVX
1791
0.15% 1.50 12.47%       7.94%
(07/12/2017)
12.76%
Target Retirement 2065 Composite Index
Other options
Fund name Fund symbol/
number
Total annual operating expenses Average annual total return**
 as of 10/31/2019
Benchmark
As a % Per $1000 1-Year 5-Year 10-Year Since inception 1-Year 5-Year 10-Year
Short-Term Reserves
Vanguard Federal Money Mkt Fund VMFXX
0033
0.11% 1.10 2.24%   0.96%   0.49%   4.14%
(07/13/1981)
1.71% 0.60% 0.30%
U.S. Government Money Market Funds Average
Bond Funds
Baird Intermediate Bond Inst BIMIX
6884
0.30% 3.00 8.78%   2.82%   3.77%   4.80%
(09/29/2000)
8.74% 2.61% 3.04%
BBgBarc US Govt/Credit Interm TR USD
Vanguard STerm Inf Pro Sec Idx Inv VTIPX
1967
0.14% 1.40 4.04%   1.17%     0.69%
(10/16/2012)
4.18% 1.33%
Bloomberg Barclays U.S. 0-5 Year Treasury Inflation Protected Securities Index
Vanguard Tot Intl Bond Ix Investor VTIBX
1231
0.13% 1.30 10.39%   4.28%     4.36%
(05/31/2013)
10.53% 4.54%
Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged
Vanguard Total Bond Mkt Index Inv VBMFX
0084
0.15% 1.50 11.38%   3.09%   3.56%   5.87%
(12/11/1986)
11.66% 3.27% 3.76%
Spliced Bloomberg Barclays U.S. Aggregate Float Adjusted Index
Balanced Funds (Stocks and Bonds)
Vanguard Wellington Fund Inv VWELX
0021
0.25% 2.50 14.61%   8.10%   10.02%   8.31%
(07/01/1929)
14.46% 8.58% 10.70%
Wellington Composite Index
Domestic Stock Funds
DFA US Social Core Equity 2 Portfolio DFUEX
6098
0.28% 2.80 10.43%   8.37%   12.73%   6.95%
(10/01/2007)
13.49% 10.31% 13.62%
Russell 3000 TR USD
Fidelity® Blue Chip Growth K6 FBCGX
7418
0.45% 4.50 14.21%       14.38%
(05/25/2017)
17.10% 13.43% 15.41%
Russell 1000 Growth TR USD
Vanguard 500 Index Fund Inv VFINX
0040
0.14% 1.40 14.19%   10.63%   13.54%   11.03%
(08/31/1976)
14.33% 10.78% 13.70%
S&P 500 Index
Vanguard Extended Mkt Index Inv VEXMX
0098
0.19% 1.90 8.88%   7.93%   13.16%   10.58%
(12/21/1987)
8.81% 7.95% 13.19%
Spliced Extended Market Index
Vanguard Total Stock Mkt Idx Inv VTSMX
0085
0.14% 1.40 13.32%   10.16%   13.50%   9.69%
(04/27/1992)
13.48% 10.29% 13.64%
Spliced Total Stock Market Index
Vanguard U.S. Growth Fund Investor VWUSX
0023
0.38% 3.80 15.52%   12.58%   14.35%   10.52%
(01/06/1959)
17.10% 13.43% 15.41%
Russell 1000 Growth Index
Vanguard Windsor II Fund Inv VWNFX
0073
0.33% 3.30 10.82%   7.66%   11.39%   10.56%
(06/24/1985)
11.21% 7.61% 11.96%
Russell 1000 Value Index
International Stock Funds
DFA Emerging Markets Social Core Port DFESX
6911
0.53% 5.30 12.20%   3.15%   4.29%   5.39%
(08/31/2006)
11.86% 2.93% 3.78%
MSCI EM NR USD
DFA International Social Cor Eq Instl DSCLX
6099
0.33% 3.30 7.18%   4.29%     6.27%
(11/01/2012)
11.08% 4.05% 5.28%
MSCI World ex USA NR USD
Vanguard International Growth Inv VWIGX
0081
0.45% 4.50 14.37%   7.90%   8.34%   10.39%
(09/30/1981)
11.27% 3.82% 4.50%
Spliced International Index
Vanguard Total Intl Stock Ix Inv VGTSX
0113
0.17% 1.70 10.98%   3.84%   5.05%   4.66%
(04/29/1996)
11.18% 4.15% 5.04%
Spliced Total International Stock Index

** Returns are adjusted for fees where applicable. Click a fund name to view the fund profile for additional detail.

The performance data shown represents past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate, so that investors' shares, when sold, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data cited.

Performance data for periods of less than one year do not reflect the deduction of purchase and redemption fees. Some funds may have administrative expenses related to the cost of employer plan recordkeeping, which are not reflected in the figures. If these fees were included, the performance would be lower. All other performance data are adjusted for purchase and redemption fees where applicable. Click a fund name to view the fund profile for additional detail.

©2007 Morningstar, Inc. All Rights Reserved. Certain information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 

Need assistance?

If you'd like to speak with someone about your plan, contact your
benefits office or call Vanguard at
800-523-1188 Monday through Friday from 8:30 a.m. to 9 p.m., Eastern time