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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
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	15	0.09%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Schwab Small Cap Index Fund	SWSSX	C+	U.S. Small Cap	23	0.17%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	B-	U.S. Mid Cap - Growth	19	0.09%
TIAA-CREF Large-Cap Growth Index Fund Institutional Class	TILIX	C--	U.S. Large Cap - Growth	20	0.07%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
U.S. Equities - Value
TIAA-CREF Large-Cap Value Index Fund Institutional Class	TILVX	C++	U.S. Large Cap - Value	15	0.07%
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	18	0.09%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Schwab International Index Fund	SWISX	B-	International Large Cap	14	0.19%
Schwab Fundamental International Small Company Index Fund	SFILX	C++	International Small Cap	14	0.47%
Schwab Fundamental International Large Company Index Fund	SFNNX	A	International Large Cap - Value	16	0.34%
Northern Emerging Markets Equity Index Fund	NOEMX	C	Emerging Markets	17	0.3%
Bonds
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares	VSIGX	C-	U.S. Treasury - Short / Intermediate	2	0.12%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%

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