Horizon™ for The Warranty Group
Fund List (as of 09/01/23)
Type/Asset Class Fund Name Comments
Short term Investment Vanguard Prime Money Market Instl none
Bond Funds Vanguard Interm-Term U.S. Treas none
Bond Funds PIMCO Total Return Instl 5% Penalty if sold within 7 days
Balanced Funds Oakmark Equity & Income I none
Stock Funds State Street Global Advisors SSga S&P 500 none
Stock Funds Vanguard Capital Opportunity Adm 1% Penalty if sold within 1 year, Not included in Horizon™
Stock Funds T. Rowe Price Growth Stock none
Stock Funds Wells Fargo Advantage Small Cap Value Z none
Stock Funds Vanguard REIT Index Inst none
Stock Funds Dodge & Cox Stock none
Stock Funds Managers Special Equity Managers none
International Stock Funds American Funds EuroPacific Gr R5  none