National Arbor Day Foundation

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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
Janus Balanced Fund Class T	JABAX	C-	U.S. Mega Cap	10	0.83%
American Century Investments One Choice 2045 Portfolio Investor Class	AROIX	C	U.S. All Cap	11	0.2%
American Century Investments One Choice 2050 Portfolio Investor Class	ARFVX	C	U.S. All Cap	11	0.2%
American Century Investments One Choice 2055 Portfolio Investor Class	AREVX	C	U.S. All Cap	12	0.2%
American Century Investments One Choice In Retirement Portfolio Investor Class	ARTOX	C	U.S. All Cap	6	0.2%
American Century Investments One Choice 2025 Portfolio Investor Class	ARWIX	C	U.S. All Cap	7	0.2%
American Century Investments One Choice 2030 Portfolio Investor Class	ARCVX	C	U.S. All Cap	8	0%
American Century Investments One Choice 2035 Portfolio Investor Class	ARYIX	C	U.S. All Cap	9	0.2%
American Century Investments One Choice 2040 Portfolio Investor Class	ARDVX	C	U.S. All Cap	10	0.2%
U.S. Equities - Growth
Alger Green Fund Class I	AGIFX	C--	U.S. All Cap - Growth	19	1.35%
Columbia Acorn Fund Class Z	ACRNX	D-	U.S. Mid Cap - Growth	21	0.78%
Alger Spectra Fund Class I	ASPIX	F--	U.S. All Cap - Growth	23	1.28%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
Janus Flexible Bond Fund Class T	JAFIX	B-	Bond - Multi Sector	3	0.69%
Other
American Century One Choice 2015 Portfolio Investor Class	ARFIX		Other	0	0.2%
Royce Heritage Fund Service Class	RGFAX		Other	0	1.42%
American Century Investments One Choice 2020 Portfolio Investor Class	ARBVX		Other	0	0.2%
American Funds U.S. Government Money Market Fund Class R-3	RACXX		Other	0	0%

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