Palo Alto Research Center 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
Ivy Asset Strategy Fund Class Y	WASYX	B	U.S. All Cap	11	0.96%
Amana Mutual Funds Trust Income Fund Investor	AMANX	D	U.S. All Cap	14	1.14%
Franklin Rising Dividends Fund Class A	FRDPX	C	U.S. All Cap	15	0.93%
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%
American Funds American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	9	0.65%
U.S. Equities - Growth
Franklin Growth Series Class A	FKGRX	B--	U.S. All Cap - Growth	17	0.91%
Oak Ridge Small Cap Growth Fund Class A	ORIGX	C--	U.S. Small Cap - Growth	20	1.4%
Parnassus Fund	PARNX	F-	U.S. Mid Cap - Growth	21	0.86%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
Fidelity Advisor Technology Fund Class A	FADTX	D--	U.S. All Cap - Growth	25	1.14%
U.S. Equities - Value
JPMorgan Equity Income Fund Class A	OIEIX	C++	U.S. Mega Cap - Value	15	1.04%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
JPMorgan Small Cap Value Fund Class A	PSOAX	C++	U.S. Small Cap - Value	27	1.24%
Victory Global Natural Resources Fund Class A	RSNRX	A++	U.S. Small Cap - Value	36	1.43%
Xerox Corp	XRX	F++	U.S. Mid Cap - Value	39	0%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Wells Fargo Precious Metals Fund - Class A	EKWAX	F--	Gold	35	1.09%
Global & Intl. Equity
MFS International New Discovery Fund Class R3	MIDHX	D++	International Small Cap	12	1.39%
MFS International Value Fund Class R3	MINGX	C-	International Large Cap - Growth	13	1.08%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Oppenheimer International Bond Fund Class A	OIBAX	F++	International Small Cap	7	1.01%
PIMCO All Asset Fund Administrative Class	PAALX	A++	International Small Cap	8	0.32%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Loomis Sayles Bond Fund Institutional Class	LSBDX	A	Bond - U.S. Corporate	4	0.63%
Ivy High Income Fund Class A	WHIAX	A++	Bond - U.S. High Yield	4	0.93%
PIMCO Real Return Fund Administrative Class	PARRX	C+	U.S. Treasury - TIPS	4	0.7%
Other
LKCM Small Capital Equity Fund Advisor Class	LKSAX		Other	0	1.2%
PIMCO Mortgage-Backed Securities Fund Administrative Class	PMTAX		Other	0	0.75%

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