High Point Regional Health 403B

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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 Shares	VINIX	C	U.S. Large Cap	15	0.04%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Victory Munder Mid-Cap Core Growth Fund Class R6	MGOSX	F+	U.S. Mid Cap	19	0.89%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
U.S. Equities - Growth
BlackRock Capital Appreciation Fund Institutional Shares	MAFGX	C--	U.S. Large Cap - Growth	20	0.89%
JPMorgan Small Cap Growth Fund Institutional Class	JISGX	F--	U.S. Small Cap - Growth	24	1%
U.S. Equities - Value
American Century Equity Income Fund Institutional Class	ACIIX	C++	U.S. Mega Cap - Value	11	0.73%
Artisan Mid Cap Value Fund Investor Class	ARTQX	C++	U.S. Mid Cap - Value	18	1.2%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Harbor International Fund Institutional Class	HAINX	A-	International Large Cap	15	0.74%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
American Century Investments Capital Preservation Fund Investor Class	CPFXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%

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