Edward Health Services Corporation Retirement 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
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
U.S. Equities - Growth
American Century Growth Fund Institutional Class	TWGIX	C--	U.S. Large Cap - Growth	21	0.77%
Columbia Acorn USA Class Z	AUSAX	B--	U.S. Small Cap - Growth	22	1.06%
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
U.S. Equities - Value
Victory Sycamore Small Company Opportunity Fund Class I	VSOIX	D++	U.S. Small Cap - Value	22	0.98%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
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%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
Other
Loomis Sayles Value Fund Class Y	LSGIX		Other	0	0.72%

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