Okta, Inc 401(k)

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2065 Fund Investor Shares	VLXVX	C	U.S. All Cap	13	0%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
DFA U.S. Sustainability Core 1 Portfolio	DFSIX	B	U.S. All Cap	15	0.33%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
PRIMECAP Odyssey Growth Fund	POGRX	C	U.S. All Cap	18	0.65%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Janus Triton Fund Class N	JGMNX	B--	U.S. Small Cap - Growth	19	0.68%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	C++	U.S. All Cap - Value	18	0.27%
Victory Sycamore Established Value Fund Class R6	VEVRX	B++	U.S. Mid Cap - Value	19	0%
DFA U.S. Small Cap Value Portfolio Institutional Class	DFSVX	B++	U.S. Small Cap - Value	26	0.52%
Specialty
Fidelity Real Estate Index	FSRNX	C++	U.S. Real Estate	20	0.07%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
DFA International Small Cap Value Portfolio Institutional Class	DISVX	D++	International Small Cap	16	0.69%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%

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