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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
JPMorgan SmartRetirement Blend 2035 Fund Select Class	JPSRX	C	U.S. All Cap	11	0.45%
JPMorgan SmartRetirement Blend 2040 Fund Select Class	JOBEX	C	U.S. All Cap	12	0.45%
JPMorgan SmartRetirement Blend 2045 Fund Select Class	JMSSX	C	U.S. All Cap	13	0.45%
JPMorgan SmartRetirement Blend 2050 Fund Select Class	JNEAX	C	U.S. All Cap	13	0.45%
JPMorgan SmartRetirement Blend 2055 Fund Select Class	JPTBX	C	U.S. All Cap	13	0.45%
Neuberger Berman Socially Responsive Fund Institutional Class	NBSLX	B	U.S. All Cap	15	0.69%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
JPMorgan SmartRetirement Blend Income Fund Select Class	JIJSX	C	U.S. All Cap	6	0.4%
JPMorgan SmartRetirement Blend 2020 Fund Select Class	JSSRX	C	U.S. All Cap	6	0.41%
JPMorgan SmartRetirement Blend 2025 Fund Select Class	JBSSX	C	U.S. All Cap	8	0.42%
JPMorgan SmartRetirement Blend 2030 Fund Select Class	JRBEX	C	U.S. All Cap	10	0.43%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Eagle Small Cap Growth Fund Class I	HSIIX	D--	U.S. Small Cap - Growth	23	0.79%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C	Emerging Markets	17	0.15%
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
JPMorgan SmartRetirement Blend 2015 Fund Select Class	JSBEX		Other	0	0.4%

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