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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
American Funds 2035 Target Date Retirement Fund Class R-4	RDFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-4	RDGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-4	RDHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-4	RDITX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-4	RDJTX	C	U.S. All Cap	13	0%
American Funds 2060 Target Date Retirement Fund Class R-4	RDKTX	C	U.S. All Cap	13	0%
American Funds Fundamental Investors Class R-4	RFNEX	C	U.S. Large Cap	15	0.66%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Calvert U.S. Large Cap Core Responsible Index Fund Class I	CISIX	C	U.S. Large Cap	16	0.21%
American Funds 2010 Target Date Retirement Fund Class R-4	RDATX	C	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-4	RDBTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-4	RDCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-4	RDDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-4	RDETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-4	RSLEX	A-	U.S. Mid Cap - Growth	16	1.07%
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A--	U.S. Small Cap - Growth	20	0.1%
U.S. Equities - Value
Putnam Equity Income Fund Class R5	PEQLX	B++	U.S. Large Cap - Value	15	0%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	22	0.37%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%

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