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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 Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
U.S. Equities - Growth
Fidelity Magellan Fund Class K	FMGKX	D--	U.S. Large Cap - Growth	18	0.39%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Small Cap Fund		F-	U.S. Mid Cap - Growth	25	1.06%
U.S. Equities - Value
Third Avenue Real Estate Value Fund Institutional Class	TAREX	B++	U.S. Mid Cap - Value	16	1.08%
Kinetics Paradigm Fund No Load Class	WWNPX	A++	U.S. Small Cap - Value	28	1.64%
Global & Intl. Equity
Fidelity Emerging Markets Discovery Fund	FEDDX	A	Emerging Markets	15	1.39%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%

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