Nwn Corporation Retirement 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
Janus Balanced Fund Class T	JABAX	C-	U.S. Mega Cap	10	0.83%
JPMorgan SmartRetirement 2035 Fund Class A Shares	SRJAX	C	U.S. All Cap	11	0.29%
JPMorgan SmartRetirement 2040 Fund Class A Shares	SMTAX	C	U.S. All Cap	13	0.29%
JPMorgan SmartRetirement 2055 Fund Class A Shares	JFFAX	C	U.S. All Cap	14	1.25%
JPMorgan SmartRetirement 2050 Fund Class A Shares	JTSAX	C	U.S. All Cap	14	0.29%
JPMorgan SmartRetirement 2045 Fund Class A Shares	JSAAX	C	U.S. All Cap	14	0.29%
MFS Massachusetts Investors Trust Class R3	MITHX	B	U.S. Large Cap	14	0.72%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
JPMorgan SmartRetirement Income Fund Class A Shares	JSRAX	C	U.S. All Cap	5	0.27%
JPMorgan SmartRetirement 2020 Fund Class A Shares	JTTAX	C	U.S. All Cap	6	0.28%
JPMorgan SmartRetirement 2025 Fund Class A Shares	JNSAX	C	U.S. All Cap	8	0.29%
JPMorgan SmartRetirement 2030 Fund Class A Shares	JSMAX	C	U.S. All Cap	9	0.29%
U.S. Equities - Growth
Janus Triton Fund Class T	JATTX	B--	U.S. Small Cap - Growth	19	0.92%
Oppenheimer Global Opportunities Fund Class A	OPGIX	C-	U.S. Mid Cap - Growth	21	1.21%
JPMorgan Mid Cap Growth Fund Class R6	JMGMX	D-	U.S. Mid Cap - Growth	21	0.74%
Franklin DynaTech Fund Class A	FKDNX	F-	U.S. Mid Cap - Growth	26	0.94%
U.S. Equities - Value
Columbia Dividend Income Fund Class A	LBSAX	B++	U.S. Mega Cap - Value	13	1.02%
Invesco Diversified Dividend Fund Class Y	LCEYX	D++	U.S. All Cap - Value	15	0.61%
Victory Sycamore Established Value Fund Class A	VETAX	C++	U.S. Mid Cap - Value	19	1.04%
Franklin Small Cap Value Fund Class A	FRVLX	F++	U.S. Small Cap - Value	24	1.19%
Specialty
Deutsche Enhanced Commodity Strategy Fund Class A	SKNRX	A++	Commodities	12	1.31%
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Wells Fargo Precious Metals Fund - Class A	EKWAX	F--	Gold	35	1.09%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Inflation Managed Bond Fund Class R6 Shares	JIMMX	B+	U.S. Treasury - TIPS	2	0.5%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%

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