Amerco Employee Savings & Profit Sharing Plan

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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 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
American Funds Capital World Growth and Income Fund Class R-5	RWIFX	C	U.S. Large Cap	14	0.49%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	B+	U.S. Mid Cap	18	0.28%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
Vanguard Wellington Fund Admiral Shares	VWENX	B	U.S. Large Cap	10	0.18%
U.S. Equities - Value
Prudential QMA Small-Cap Value Fund Class Z	TASVX	C++	U.S. Small Cap - Value	30	0.67%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%

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