The Partners group USA INC 401k plan

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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
Columbia Balanced Fund Class Y Shares	CBDYX	C	U.S. Large Cap	10	0.7%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Columbia Contrarian Core Fund Class Y	COFYX	C	U.S. Large Cap	16	0.72%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Vanguard Strategic Small-Cap Equity Fund Investor Shares	VSTCX	A+	U.S. Small Cap	21	0.38%
VanEck Global Hard Assets Fund Class Y	GHAYX	C+	U.S. Mid Cap	26	1.13%
U.S. Equities - Growth
Wells Fargo Small Company Growth Fund - Class Inst	WSCGX	A--	U.S. Small Cap - Growth	20	0.95%
Alger Spectra Fund Class I	ASPIX	F--	U.S. All Cap - Growth	23	1.28%
AB Discovery Growth Fund Class I	CHCIX	F-	U.S. Mid Cap - Growth	24	0.78%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R6	OIEJX	C++	U.S. Mega Cap - Value	15	0.53%
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	18	0.09%
Victory Sycamore Small Company Opportunity Fund Class I	VSOIX	D++	U.S. Small Cap - Value	22	0.98%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds International Growth and Income Fund Class R-6	RIGGX	A-	International Large Cap	14	0.59%
Delaware Emerging Markets Fund Institutional Class	DEMIX	C	Emerging Markets	19	1.46%
Bonds
Vanguard Prime Money Market Fund Investor Shares	VMMXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Janus Flexible Bond Fund Class N	JDFNX	B-	Bond - Multi Sector	3	0.45%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%

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