H&R Block Retirement Savings Plan Trust

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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
Fidelity Freedom 2035 Fund	FFTHX	B	U.S. All Cap	12	0.75%
Fidelity Freedom 2055 Fund	FDEEX	B	U.S. All Cap	13	0.78%
Fidelity Freedom 2050 Fund	FFFHX	B	U.S. All Cap	13	0.77%
Fidelity Freedom 2045 Fund	FFFGX	B	U.S. All Cap	13	0.76%
Fidelity Freedom 2040 Fund	FFFFX	B	U.S. All Cap	13	0.75%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
T. Rowe Price Small-Cap Stock Fund Advisor Class	PASSX	A+	U.S. Small Cap	17	1.19%
Fidelity Freedom 2005 Fund	FFFVX	B	U.S. All Cap	4	0.54%
Fidelity Freedom 2010 Fund	FFFCX	B	U.S. All Cap	5	0.59%
Fidelity Freedom 2015 Fund	FFVFX	B	U.S. All Cap	7	0.6%
Fidelity Freedom 2020 Fund	FFFDX	B	U.S. All Cap	8	0.64%
Fidelity Freedom 2025 Fund	FFTWX	B	U.S. All Cap	9	0.69%
Fidelity Freedom 2030 Fund	FFFEX	B	U.S. All Cap	10	0.71%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-5	RGAFX	B--	U.S. All Cap - Growth	18	0.39%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
T. Rowe Price Equity Income Fund Advisor Class	PAFDX	C++	U.S. All Cap - Value	17	0.94%
H & R Block Inc	HRB	A++	U.S. Small Cap - Value	37	0%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Fidelity Freedom Income Fund	FFFAX	B	Emerging Markets	4	0.44%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Other
Fidelity Freedom 2000	FFFBX		Other	0	0.44%

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