Mitchell International

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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
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
JPMorgan U.S. Equity Fund Institutional Class	JMUEX	D	U.S. Large Cap	16	0.64%
American Funds American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	9	0.65%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Investor Shares	VMGIX	B-	U.S. Mid Cap - Growth	19	0.24%
Janus Triton Fund Class I	JSMGX	B--	U.S. Small Cap - Growth	19	0.76%
T. Rowe Price Growth Stock Fund Advisor Class	TRSAX	B--	U.S. Large Cap - Growth	20	0.93%
U.S. Equities - Value
RidgeWorth Ceredex Large Cap Value Equity Fund I Shares	STVTX	C++	U.S. Large Cap - Value	16	0.91%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Principal MidCap S&P 400 Index Fund R-5 Class	PMFPX	D++	U.S. Mid Cap - Value	19	0.42%
Principal SmallCap S&P 600 Index Fund R-5 Class	PSSPX	B++	U.S. Small Cap - Value	23	0.42%
Prudential QMA Small-Cap Value Fund Class Z	TASVX	C++	U.S. Small Cap - Value	30	0.67%
Principal Global Diversified Income Fund Institutional Class	PGDIX	A++	U.S. All Cap - Value	4	0.78%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Principal Diversified Real Asset Fund Institutional Class	PDRDX	A++	International Small Cap	9	0.87%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Putnam Income Fund Class Y	PNCYX	C	Bond - U.S. Corporate	3	0.62%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Other
Delaware Foundation Equity Fund Institutional Class	DFEIX		Other	0	0.94%

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