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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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
American Funds 2035 Target Date Retirement Fund Class R-6	RFFTX	C	U.S. All Cap	11	0%
Fidelity Balanced Fund	FBALX	C	U.S. All Cap	11	0.57%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
Neuberger Berman Socially Responsive Fund Institutional Class	NBSLX	B	U.S. All Cap	15	0.69%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Victory Munder Mid-Cap Core Growth Fund Class R6	MGOSX	F+	U.S. Mid Cap	19	0.89%
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	B	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-6	RFJTX	B	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
BlackRock Global Allocation Fund, Inc. Institutional Shares	MALOX	C	U.S. All Cap	10	0.78%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Baron Small Cap Fund Institutional Class	BSFIX	B--	U.S. Small Cap - Growth	20	1.05%
U.S. Equities - Value
American Century Mid Cap Value Fund Investor Class	ACMVX	D++	U.S. All Cap - Value	17	1%
American Beacon Large Cap Value Fund Class Institutional	AADEX	B++	U.S. All Cap - Value	18	0.58%
Diamond Hill Small Cap Fund Class I	DHSIX	C++	U.S. Small Cap - Value	22	1.06%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
Bonds
JPMorgan Short Duration Bond Fund Class R6	JSDUX	C+	Bond - Emerging Market	1	0.3%
Franklin U.S. Government Securities Series Advisor Class	FUSAX	C	Bond - U.S. Mortgages	2	0.58%
Loomis Sayles Bond Fund Institutional Class	LSBDX	A	Bond - U.S. Corporate	4	0.63%
Other
Fidelity Investments Money Market Funds Prime Money Market Portfolio Institutional Class	FIPXX		Other	0	0%
PNC Government Money Market Fund Class I	PKIXX		Other	0	0%

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