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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 American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	9	0.65%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Vanguard Small-Cap Growth Index Fund Institutional Shares	VSGIX	C--	U.S. Small Cap - Growth	21	0.08%
U.S. Equities - Value
AllianzGI NFJ Small-Cap Value Fund Institutional Class	PSVIX	F++	U.S. Mid Cap - Value	20	0.77%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6	JVMRX	D++	U.S. Mid Cap - Value	20	0.8%

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