Electric Reliability Council of Texas (ERCOT)

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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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
American Beacon Stephens Small Cap Growth Fund Institutional Class	STSIX	B--	U.S. Small Cap - Growth	21	1.09%
Prudential Jennison Mid Cap Growth Fund, Inc Class Q	PJGQX	D-	U.S. Mid Cap - Growth	23	0.59%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
T. Rowe Price Small-Cap Value Fund	PRSVX	B++	U.S. Small Cap - Value	20	0.81%
Vanguard Selected Value Fund Investor Shares	VASVX	F++	U.S. Mid Cap - Value	23	0.43%
Global & Intl. Equity
Artisan International Fund Institutional Class	APHIX	C-	International Large Cap - Growth	14	0.97%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Government Income Fund	FGOVX	C--	U.S. Treasury - Intermediate / Long	3	0.45%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Other
Vanguard Developed Markets Index Fund Investor Shares	VDMIX		Other	0	0.2%
Fidelity Money Market Trust Retirement Government Money Market Portfolio	FGMXX		Other	0	0%

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