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Explore and view mutual funds offered in the Vista 401(k) Plan

American Century Investments

Government Bond – This fund seeks to establish high current income by investing primarily in U.S. government debt securities. This fund invests in a broad range of government bond sectors, including Treasuries, government agencies and mortgages.

Morningstar Category: Intermediate Government
Ticker Symbol: CPTNX
Fund inception date: 5/16/80
Benchmark Index: Barclays U.S. Government/MBS Index
Download Prospectus
Download Fund Fact Sheet

Inflation Adjusted Bond – At least 80% of the fund’s assets are invested in inflation-linked bonds, which are designed to help investors keep pace with rising consumer prices. For example, the U.S. Treasury periodically adjusts the principal on Treasury Inflation-Protected Securities (TIPS) to reflect reported changes in the Consumer Price Index (CPI). The fund’s veteran management team invests primarily in investment-grade securities. TIPS account for the majority of the fund’s holdings and are backed by the full faith and credit of the U.S. government. High-quality bonds generally are less correlated to stock market movements than lower quality securities.

Morningstar Category: Inflation-Protected Bond
Ticker Symbol: ACITX
Fund inception date: 02/10/97
Benchmark Index: Barclays U.S. TIPS Index
Download Prospectus
Download Fund Fact Sheet

American Funds

American Funds Group

EuroPacific Growth – The fund’s investment objective is to provide long-term growth of capital. The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation.

Morningstar Category: Foreign Large Growth
Ticker Symbol: REREX
Fund inception date: 4/16/84
Benchmark Index: MSCI ACWI Ex USA Growth NR USD
Download Prospectus
Download Fund Fact Sheet

Target Date Retirement Series – Depending on the proximity to its target date the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in bond, equity-income and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.

Morningstar Category: Target Date
Fund inception date: 2/1/07
Benchmark Index: Morningstar Mod Tgt Risk TR USD
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Ticker Symbols:

Fidelity Investments

Fidelity Growth Strategies – Seeks capital appreciation. Normally investing in companies Fidelity believes offer the potential for accelerated earnings or revenue growth (stocks of these companies are often called “growth” stocks). Normally invests primarily in common stocks. Focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. Disclaimer: Fidelity imposes a Short Term Redemption Fee on shares of this fund held less than 90 days (as a % of amount redeemed) of 1.5%.

Morningstar Category: Mid-Cap Growth
Ticker Symbol: FDEGX
Fund inception date: 12/28/90
Benchmark Index: Russell Mid-Cap Growth
Download Prospectus
Download Fund Fact Sheet

Fidelity Advisor Total Bond – Seeks high level of current income. The fund normally invests at least 80% of its assets in investment-grade debt securities of all types and repurchase agreements of those securities. The fund may invest up to 20% of its assets in lower-quality debt securities.

Morningstar Category: Intermediate Term Bond
Ticker Symbol: FEPIX
Fund inception date: 10/15/02
Benchmark Index: Barclays U.S. Aggregate Bond / Barclays U.S. Universal Bond
Download Prospectus
Download Fund Fact Sheet

Fidelity International Index Fund – Seeks to provide investment results that correspond to the total return of foreign stock markets. Normally investing at least 80% of assets in common stocks included in the Morgan Stanley Capital International Europe, Australasia, Far East Index, which represents the performance of foreign stock markets.

Morningstar Category: Large Blend
Ticker Symbol: FSPSX
Fund inception date: 9/8/2011
Benchmark Index: MSCI EAFE
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Download Fund Fact Sheet

J.P. Morgan

Equity Income Fund – The Fund seeks current income through regular payment of dividends with the secondary goal of capital appreciation. The Fund invests 80% of its net assets in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred stock convertible to common stock.

Morningstar Category: Large Value
Ticker Symbol: OIERX
Fund inception date: 2/28/2011
Benchmark Index: S&P 500
Download Prospectus
Download Fund Fact Sheet

T. Rowe Price

T. Rowe Price Funds

Blue Chip Growth – The fund seeks long-term growth of capital by investing primarily in common stocks of well-established large and medium-sized companies. Income is a secondary objective. Focus on “blue chip” companies with the following characteristics: Leading market positions; seasoned management teams; strong financial conditions; Above-average growth and profitability

Morningstar Category: Large Growth
Ticker Symbol: PABGX
Fund inception date: 3/31/00
Benchmark Indexes: S&P 500 Index
Download Prospectus

Download Fund Fact Sheet

Dividend Growth – The fund seeks dividend income and long-term growth primarily through investments in stocks. Invests 65% of total assets in common stocks of dividend-paying companies that are expected to increase their dividends over time and provide long-term appreciation.

Morningstar Category: Large Blend
Ticker Symbol: TADGX
Fund inception date: 12/29/05
Benchmark Index: S&P 500 Index
Download Prospectus

Download Fund Fact Sheet

Small Cap Stock – The fund seeks to provide long-term capital growth by investing in stocks of small companies. A small company is defined as having a market capitalization of between $300 million and $2 billion.

Morningstar Category: Small Growth
Ticker Symbol: OTCFX
Fund inception date: 6/1/56
Benchmark Index: Russell 2000 Index
Download Prospectus

Download Fund Fact Sheet

Vanguard Funds

Vanguard Group

Balanced Index – Seeks with 60% of its assets to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock market. With 40% of its assets, the fund seeks to track the investment performance of a broad, market-weighted bond index.

Morningstar Category: Allocation– 50% to 70% Equity
Ticker Symbol: VBAIX
Fund inception date: 12/01/00
Benchmark Index: Balanced Composite Index
Download Prospectus

Download Fund Fact Sheet

Federal Money Market – Seeks to provide current income while maintaining liquidity and a stable share price of $1.00. The fund invests primarily in high-quality, short-term money market instruments issued by the U.S. government and its agencies and instrumentalities.

Morningstar Category: Money Market
Ticker Symbol: VMFXX
Fund inception date: 07/13/81
Benchmark Index: US Gov’t Money Market Funds Average
Download Prospectus

Download Fund Fact Sheet

Institutional Index – Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard and Poor’s 500 Index, which is dominated by the stocks of large U.S. companies.

Morningstar Category: Large Blend
Ticker Symbol: VINIX
Fund inception date: 7/31/90
Benchmark Index: S&P 500 Index
Download Prospectus

Download Fund Fact Sheet

Mid-Cap Index – Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Spliced Mid Cap Index, a broadly diversified index of stocks of medium-size companies.

Morningstar Category: Mid Cap Blend
Ticker Symbol: VIMAX
Fund inception date: 11/12/01
Benchmark Index: Spliced Mid Cap Index
Download Prospectus

Download Fund Fact Sheet

Small-Cap Index – Seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

Morningstar Category: Small Blend
Ticker Symbol: VSMAX
Fund inception date: 11/13/00
Benchmark Index: Spliced Small Cap Index
Download Prospectus

Download Fund Fact Sheet

Wellesley Income – Seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

Morningstar Category: Allocation 30% – 50% equity
Ticker Symbol: VWIAX
Fund inception date: 05/14/01
Benchmark Index: Wellesley Income Composite Index
Download Prospectus
Download Fund Fact Sheet

Wellington – Seeks to provide long-term capital appreciation and reasonable current income. The fund invests 60% to 70% of assets in dividend-paying, and, to a lesser extent, non-dividend-paying common stocks of established, medium-size and large companies. It invests 30% to 40% of the fund’s assets mainly in fixed income securities. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, as well as mortgage-backed securities.

Morningstar Category: Allocation 50% to 70% equity
Ticker Symbol: VWENX
Fund inception date: 05/14/01
Benchmark Index: Wellington Composite Index
Download Prospectus

Download Fund Fact Sheet

Stock Funds

Large Cap

J.P. Morgan

Equity Income Fund – The Fund seeks current income through regular payment of dividends with the secondary goal of capital appreciation. The Fund invests 80% of its net assets in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred stock convertible to common stock.

Morningstar Category: Large Value
Ticker Symbol: OIERX
Fund inception date: 2/28/2011
Benchmark Index: S&P 500
Download Prospectus
Download Fund Fact Sheet

T. Rowe Price Funds

Blue Chip Growth – The fund seeks long-term growth of capital by investing primarily in common stocks of well-established large and medium-sized companies. Income is a secondary objective. Focus on “blue chip” companies with the following characteristics: Leading market positions; seasoned management teams; strong financial conditions; Above-average growth and profitability

Morningstar Category: Large Growth
Ticker Symbol: PABGX
Fund inception date: 3/31/00
Benchmark Indexes: S&P 500 Index
Download Prospectus
Download Fund Fact Sheet

T. Rowe Price Funds

Dividend Growth – The fund seeks dividend income and long-term growth primarily through investments in stocks. Invests 65% of total assets in common stocks of dividend-paying companies that are expected to increase their dividends over time and provide long-term appreciation.

Morningstar Category: Large Blend
Ticker Symbol: TADGX
Fund inception date: 12/29/05
Benchmark Index: S&P 500 Index
Download Prospectus
Download Fund Fact Sheet

Vanguard Group

Institutional Index – Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard and Poor’s 500 Index, which is dominated by the stocks of large U.S. companies.

Morningstar Category: Large Blend
Ticker Symbol: VINIX
Fund inception date: 7/31/90
Benchmark Index: S&P 500 Index
Download Prospectus
Download Fund Fact Sheet

Mid-Cap

Fidelity Investments

Fidelity Growth Strategies – Seeks capital appreciation. Normally investing in companies Fidelity believes offer the potential for accelerated earnings or revenue growth (stocks of these companies are often called “growth” stocks). Normally invests primarily in common stocks. Focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. Disclaimer: Fidelity imposes a Short Term Redemption Fee on shares of this fund held less than 90 days (as a % of amount redeemed) of 1.5%.

Morningstar Category: Mid-Cap Growth
Ticker Symbol: FDEGX
Fund inception date: 12/28/90
Benchmark Index: Russell Mid-Cap Growth
Download Prospectus
Download Fund Fact Sheet

Vanguard Group

Mid-Cap Index – Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Spliced Mid Cap Index, a broadly diversified index of stocks of medium-size companies.

Morningstar Category: Mid Cap Blend
Ticker Symbol: VIMAX
Fund inception date: 11/12/01
Benchmark Index: Spliced Mid Cap Index
Download Prospectus
Download Fund Fact Sheet

Small Cap

Vanguard Group

Small-Cap Index – Seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

Morningstar Category: Small Blend
Ticker Symbol: VSMAX
Fund inception date: 11/13/00
Benchmark Index: Spliced Small Cap Index
Download Prospectus
Download Fund Fact Sheet

T. Rowe Price Funds

Small Cap Stock – The fund seeks to provide long-term capital growth by investing in stocks of small companies. A small company is defined as having a market capitalization of between $300 million and $2 billion.

Morningstar Category: Small Growth
Ticker Symbol: OTCFX
Fund inception date: 6/1/56
Benchmark Index: Russell 2000 Index
Download Prospectus
Download Fund Fact Sheet

International

American Funds Group

EuroPacific Growth – The fund’s investment objective is to provide long-term growth of capital. The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation.

Morningstar Category: Foreign Large Growth
Ticker Symbol: REREX
Fund inception date: 4/16/84
Benchmark Index: MSCI ACWI Ex USA Growth NR USD
Download Prospectus
Download Fund Fact Sheet

Stock & Bonds Funds

Vanguard Group

Balanced Index – Seeks with 60% of its assets to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock market. With 40% of its assets, the fund seeks to track the investment performance of a broad, market-weighted bond index.

Morningstar Category: Allocation– 50% to 70% Equity
Ticker Symbol: VBAIX
Fund inception date: 12/01/00
Benchmark Index: Balanced Composite Index
Download Prospectus

Download Fund Fact Sheet

Vanguard Group

Wellesley Income – Seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long-term capital appreciation. The fund invests approximately 60% to 65% of assets in investment-grade corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35% to 40% of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.

Morningstar Category: Allocation 30% – 50% equity
Ticker Symbol: VWIAX
Fund inception date: 05/14/01
Benchmark Index: Wellesley Income Composite Index
Download Prospectus
Download Fund Fact Sheet

Vanguard Group

Wellington – Seeks to provide long-term capital appreciation and reasonable current income. The fund invests 60% to 70% of assets in dividend-paying, and, to a lesser extent, non-dividend-paying common stocks of established, medium-size and large companies. It invests 30% to 40% of the fund’s assets mainly in fixed income securities. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, as well as mortgage-backed securities.

Morningstar Category: Allocation 50% to 70% equity
Ticker Symbol: VWENX
Fund inception date: 05/14/01
Benchmark Index: Wellington Composite Index
Download Prospectus

Download Fund Fact Sheet

American Funds Group

Target Date Retirement Series – Depending on the proximity to its target date the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in bond, equity-income and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.

Morningstar Category: Target Date
Fund inception date: 2/1/07
Benchmark Index: Morningstar Mod Tgt Risk TR USD
Download Prospectus

Ticker Symbols:

RHBTX 2015 Download Fund Fact Sheet

RHCTX 2020 Download Fund Fact Sheet

RHDTX 2025 Download Fund Fact Sheet

RHETX 2030 Download Fund Fact Sheet

RHFTX 2035 Download Fund Fact Sheet

RHGTX 2040 Download Fund Fact Sheet

RHHTX 2045 Download Fund Fact Sheet

RHITX 2050 Download Fund Fact Sheet

RHJTK 2055 Download Fund Fact Sheet

RHKTX 2060 Download Fund Fact Sheet

Bond Funds

American Century Investments

Government Bond – This fund seeks to establish high current income by investing primarily in U.S. government debt securities. This fund invests in a broad range of government bond sectors, including Treasuries, government agencies and mortgages.

Morningstar Category: Intermediate Government
Ticker Symbol: CPTNX
Fund inception date: 5/16/80
Benchmark Index: Barclays U.S. Government/MBS Index
Download Prospectus
Download Fund Fact Sheet

American Century Investments

Inflation Adjusted Bond – At least 80% of the fund’s assets are invested in inflation-linked bonds, which are designed to help investors keep pace with rising consumer prices. For example, the U.S. Treasury periodically adjusts the principal on Treasury Inflation-Protected Securities (TIPS) to reflect reported changes in the Consumer Price Index (CPI). The fund’s veteran management team invests primarily in investment-grade securities. TIPS account for the majority of the fund’s holdings and are backed by the full faith and credit of the U.S. government. High-quality bonds generally are less correlated to stock market movements than lower quality securities.

Morningstar Category: Inflation-Protected Bond
Ticker Symbol: ACITX
Fund inception date: 02/10/97
Benchmark Index: Barclays U.S. TIPS Index
Download Prospectus
Download Fund Fact Sheet

Fidelity Investments

Fidelity Advisor Total Bond – Seeks high level of current income. The fund normally invests at least 80% of its assets in investment-grade debt securities of all types and repurchase agreements of those securities. The fund may invest up to 20% of its assets in lower-quality debt securities.

Morningstar Category: Intermediate Term Bond
Ticker Symbol: FEPIX
Fund inception date: 10/15/02
Benchmark Index: Barclays U.S. Aggregate Bond / Barclays U.S. Universal Bond
Download Prospectus
Download Fund Fact Sheet

Cash Equivalent Funds

Vanguard Group

Federal Money Market – Seeks to provide current income while maintaining liquidity and a stable share price of $1.00. The fund invests primarily in high-quality, short-term money market instruments issued by the U.S. government and its agencies and instrumentalities.

Morningstar Category: Money Market
Ticker Symbol: VMFXX
Fund inception date: 07/13/81
Benchmark Index: US Gov’t Money Market Funds Average
Download Prospectus

Download Fund Fact Sheet

Note: Sources of the fund descriptions include the fund fact sheet, fund prospectus, and Morningstar. Past performance is no guarantee of future results.

* Alpha/Beta Description sourced from Investopedia