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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
American Funds Capital World Growth and Income Fund Class R-5	RWIFX	C	U.S. Large Cap	14	0.49%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-5	RGAFX	B--	U.S. All Cap - Growth	18	0.39%
Calamos Growth Fund Class A	CVGRX	C--	U.S. All Cap - Growth	21	1.26%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
T. Rowe Price Mid-Cap Value Fund	TRMCX	C++	U.S. Mid Cap - Value	18	0.8%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Lord Abbett Small Cap Value Fund Class A	LRSCX	F++	U.S. Small Cap - Value	24	1.23%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Intermediate-Term Treasury Fund Investor Shares	VFITX	C-	U.S. Treasury - Short / Intermediate	2	0.2%
Harbor Bond Fund Institutional Class	HABDX	B-	Bond - Multi Sector	3	0.53%

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