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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
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	15	0.09%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Principal MidCap Fund R-5 Class	PMBPX	D+	U.S. Mid Cap	16	0.86%
U.S. Equities - Growth
Janus Triton Fund Class I	JSMGX	B--	U.S. Small Cap - Growth	19	0.76%
Wells Fargo Premier Large Company Growth Fund - Class Inst	EKJYX	D--	U.S. All Cap - Growth	23	0.71%
U.S. Equities - Value
AMG Yacktman Fund Class I	YACKX	A++	U.S. Large Cap - Value	13	0.74%
Vanguard Windsor Fund Investor Share	VWNDX	C++	U.S. All Cap - Value	18	0.37%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Global & Intl. Equity
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	13	0.83%
Oppenheimer International Small-Mid Company Fund Class Y	OSMYX	A-	International Large Cap - Growth	14	0.83%
Oppenheimer International Diversified Fund Class Y	OIDYX	B-	International Large Cap - Growth	14	0.42%
Virtus Emerging Markets Opportunities Fund Class I	HIEMX	D	Emerging Markets	16	1.33%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	Bond - U.S. Mortgages	1	0.1%
Goldman Sachs U.S. Mortgages Fund Institutional	GSUIX	C	Bond - U.S. Mortgages	2	0.38%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Prudential High-Yield Fund Class Z	PHYZX	A++	Bond - U.S. High Yield	4	0.58%
Other
Nuveen Tradewinds Value Opportunities Fund Class I	NVORX		Other	0	0.99%
Federated Automated Cash Management Trust Institutional Service Shares	ACMXX		Other	0	0%

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