Finra Savings Plus 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 Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares	VIEIX	A--	U.S. Small Cap - Growth	20	0.08%
U.S. Equities - Value
Cambiar Small Cap Institutional Class	CAMZX	B++	U.S. Small Cap - Value	18	1.05%
Global & Intl. Equity
Vanguard FTSE All-World ex-US Index Fund Institutional Shares	VFWSX	A-	International Large Cap	14	0.12%
Vanguard International Value Fund Investor Shares	VTRIX	A	International Large Cap - Value	16	0.43%
William Blair International Growth Fund Class I	BIGIX	A-	International Large Cap - Growth	16	1.11%
William Blair Institutional International Growth Fund	WBIIX	A-	International Large Cap - Growth	16	0.97%
PIMCO All Asset Fund Institutional Class	PAAIX	A++	International Small Cap	8	0.07%
Bonds
Vanguard Prime Money Market Fund Investor Shares	VMMXX	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%

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