The Queen's Health Systems 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
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares	VITFX	C	U.S. All Cap	11	0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares	VIRSX	C	U.S. All Cap	12	0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares	VITLX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares	VILVX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares	VIVLX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares	VTRLX	C	U.S. All Cap	13	0%
DFA U.S. Large Cap Growth Portfolio Institutional Class	DUSLX	D-	U.S. Mega Cap	15	0.2%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Vanguard Institutional Target Retirement Income Fund Institutional Shares	VITRX	C	U.S. All Cap	5	0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares	VITVX	C	U.S. Large Cap	5	0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares	VITWX	C	U.S. All Cap	7	0%
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares	VRIVX	C	U.S. All Cap	8	0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	C	U.S. All Cap	10	0%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares	CMGIX	D-	U.S. Mid Cap - Growth	22	1.11%
JPMorgan Large Cap Growth Fund Class R6	JLGMX	F--	U.S. All Cap - Growth	23	0.67%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
T. Rowe Price Equity Income Fund I Class	REIPX	C++	U.S. All Cap - Value	17	0%
MFS Mid Cap Value Fund Class R6	MVCKX	C++	U.S. Mid Cap - Value	17	0.88%
Global & Intl. Equity
Fidelity Total International Index	FTIHX	C++	International Small Cap	14	0%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
NY Life Guaranteed Interest Acct.		C	U.S. Cash / Money Market	0	0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	C+	Bond - Emerging Market	2	0.5%
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Fidelity Government Income Fund	FGOVX	C--	U.S. Treasury - Intermediate / Long	3	0.45%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%

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