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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
Akre Focus Fund Retail Class	AKREX	D	U.S. Large Cap	15	1.36%
U.S. Equities - Growth
Neuberger Berman Focus Fund Trust Class	NBFCX	A--	U.S. All Cap - Growth	18	1.14%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
Fidelity Value Discovery Fund	FVDFX	B++	U.S. Large Cap - Value	15	0.73%
American Beacon Large Cap Value Fund Investor Class	AAGPX	C++	U.S. All Cap - Value	18	0.93%
Fidelity Value Fund	FDVLX	A++	U.S. Mid Cap - Value	21	0.65%
Kinetics Small Capital Opportunities Fund No Load Class	KSCOX	A++	U.S. Small Cap - Value	30	1.64%
Global & Intl. Equity
Artisan International Fund Investor Class	ARTIX	C-	International Large Cap - Growth	14	1.2%
Pear Tree Polaris Foreign Value Fund Class Ordinary	QFVOX	B++	International Large Cap - Value	16	1.54%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Baird Intermediate Bond Fund Class Investor	BIMSX	C-	U.S. Treasury - Short / Intermediate	2	0.55%
AMG Managers Loomis Sayles Bond Fund Class S	MGFIX	F	Bond - U.S. Corporate	8	1.01%
Other
Dreyfus Growth and Income Fund	DGRIX		Other	0	0.97%

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