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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
Fidelity 500 Index	FXAIX	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%
BlackRock Small Cap Growth Equity Portfolio Institutional Shares	PSGIX	C--	U.S. Small Cap - Growth	23	0.82%
Global & Intl. Equity
Fidelity Diversified International Fund	FDIVX	B-	International Large Cap - Growth	14	0.92%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
Bonds
PIMCO Low Duration Fund Class A	PTLAX	C+	U.S. Treasury - TIPS	1	0.8%
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%
PIMCO Investment Grade Corporate Bond Fund Class A	PBDAX	A-	Bond - Multi Sector	4	0.9%
Other
Vanguard Developed Markets Index Fund Institutional Shares	VIDMX		Other	0	0.07%
John Hancock Small Company Fund Class I	JCSIX		Other	0	1.14%

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