Exelixis, 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
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	C	U.S. All Cap	11	0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	C	U.S. All Cap	13	0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	C	U.S. All Cap	14	0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares	JFFIX	C	U.S. All Cap	14	1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	C	U.S. All Cap	14	0.04%
Fidelity Total Market Index	FSKAX	C	U.S. All Cap	16	0.05%
Janus Enterprise Fund Class I	JMGRX	F+	U.S. Mid Cap	16	0.74%
Fidelity Advisor Leveraged Company Stock Fund I Class	FLVIX	B	U.S. All Cap	20	0.84%
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	C	U.S. All Cap	5	0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	C	U.S. All Cap	6	0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	C	U.S. All Cap	8	0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	C	U.S. All Cap	9	0.04%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class I	FINSX	B--	U.S. Large Cap - Growth	19	0.68%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Franklin Small Cap Growth Fund Advisor Class	FSSAX	B--	U.S. Small Cap - Growth	20	0.9%
Prudential Jennison Health Sciences Fund Class A	PHLAX	B-	U.S. Mid Cap - Growth	21	1.18%
Fidelity Advisor Technology Fund Class A	FADTX	D--	U.S. All Cap - Growth	25	1.14%
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class A	MSEGX	F-	U.S. Mid Cap - Growth	33	0.95%
Exelixis, Inc.	EXEL	F	U.S. Micro Cap - Growth	46	0%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class A	LCEAX	D++	U.S. Large Cap - Value	15	0.86%
Invesco Equally-Weighted S&P 500 Fund Class A	VADAX	B++	U.S. All Cap - Value	16	0.57%
Fidelity Advisor Industrials Fund Class A	FCLAX	F++	U.S. Mid Cap - Value	20	1.11%
Fidelity Advisor Energy Fund I Class	FANIX	A++	U.S. Small Cap - Value	36	0.86%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Invesco International Growth Fund Class A	AIIEX	B-	International Large Cap - Growth	14	1.33%
Fidelity Advisor International Discovery Fund Class I	FIADX	B-	International Large Cap - Growth	15	0.97%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Fidelity Advisor Emerging Asia Fund Class A	FEAAX	B	Emerging Markets	20	1.38%
Bonds
Metropolitan West Low Duration Bond Fund Class M	MWLDX	C	Bond - U.S. Mortgages	1	0.57%
Fidelity Advisor Government Income Fund Class A	FVIAX	C--	U.S. Treasury - Intermediate / Long	3	0.77%
Fidelity Advisor Total Bond Fund Class A	FEPAX	B-	Bond - Multi Sector	3	0.79%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
Fidelity Intermediate Treasury Bond Index	FUAMX	C-	U.S. Treasury - Short / Intermediate	3	0%
Other
Invesco Global Small & Mid Cap Growth Fund Class A	AGAAX		Other	0	1.37%
JPMorgan SmartRetirement 2015 Fund Institutional Class Shares	JSFIX		Other	0	0.03%
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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