United Surgical Partners International Inc. 401(K) 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
SSgA S&P 500 Index Fund N Class	SVSPX	C	U.S. Large Cap	15	0.17%
Principal MidCap Fund R-5 Class	PMBPX	D+	U.S. Mid Cap	16	0.86%
JPMorgan Dynamic Small Cap Growth Fund Class A	VSCOX	C+	U.S. Small Cap	20	1.33%
U.S. Equities - Growth
Janus Forty Fund Class A	JDCAX	B--	U.S. All Cap - Growth	20	0.84%
American Century Heritage Fund Investor Class	TWHIX	C-	U.S. Mid Cap - Growth	22	1%
U.S. Equities - Value
BlackRock Mid Cap Value Opportunities Fund Class R Shares	MRRFX	B++	U.S. Mid Cap - Value	18	1.47%
VY Invesco Comstock Portfolio Class A	IVKAX	B++	U.S. All Cap - Value	19	1.24%
AllianzGI NFJ Small-Cap Value Fund Administrative Class	PVADX	F++	U.S. Mid Cap - Value	20	1.02%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
Bonds
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%

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