Hawaii Pacific Health Savings 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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2060 Fund	TRRLX	C	U.S. All Cap	14	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Parnassus Core Equity Fund - Investor Shares	PRBLX	C	U.S. Large Cap	15	0.87%
Pioneer Fundamental Growth Fund Class Y	FUNYX	D-	U.S. Mega Cap	17	0.82%
The Hartford MidCap Fund Class Y	HMDYX	F+	U.S. Mid Cap	18	0.77%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Baron Small Cap Fund Retail Class	BSCFX	B--	U.S. Small Cap - Growth	20	1.31%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
John Hancock Funds Disciplined Value Mid Cap Fund Class A	JVMAX	D++	U.S. Mid Cap - Value	20	1.17%
Columbia Small Cap Value Fund II Class Z	NSVAX	A++	U.S. Small Cap - Value	25	1.04%
Specialty
Invesco Real Estate Fund R5 Class	IARIX	C++	U.S. Real Estate	17	0.88%
Invesco Real Estate R5		C++	U.S. Real Estate	17	0.79%
Global & Intl. Equity
Hartford World Bond R6		C++	International Large Cap - Growth	1	0.69%
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
Lazard International Strategic Equity Portfolio Open Shares	LISOX	C+	Europe	14	1.1%
Invesco Developing Markets Fund Class A	GTDDX	C	Emerging Markets	15	1.38%
Bonds
NYL Guaranteed Interest Account		C	U.S. Cash / Money Market	0	0%
Pioneer Strategic Income Fund Class Y	STRYX	B++	Bond - U.S. High Yield	3	0.74%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%

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