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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
JPMorgan SmartRetirement 2035 Fund Class A Shares	SRJAX	C	U.S. All Cap	11	0.29%
JPMorgan SmartRetirement 2040 Fund Class A Shares	SMTAX	C	U.S. All Cap	13	0.29%
JPMorgan SmartRetirement 2050 Fund Class A Shares	JTSAX	C	U.S. All Cap	14	0.29%
JPMorgan SmartRetirement 2045 Fund Class A Shares	JSAAX	C	U.S. All Cap	14	0.29%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
TIAA-CREF Equity Index Fund Retail Class	TINRX	C	U.S. All Cap	15	0.38%
JPMorgan U.S. Equity Fund Class A	JUEAX	D	U.S. Large Cap	16	0.97%
JPMorgan SmartRetirement 2020 Fund Class A Shares	JTTAX	C	U.S. All Cap	6	0.28%
JPMorgan SmartRetirement 2025 Fund Class A Shares	JNSAX	C	U.S. All Cap	8	0.29%
JPMorgan SmartRetirement 2030 Fund Class A Shares	JSMAX	C	U.S. All Cap	9	0.29%
U.S. Equities - Growth
Putnam Multi-Cap Value Fund Class A	PMVAX	A-	U.S. Mid Cap - Growth	19	1.11%
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	D--	U.S. Large Cap - Growth	21	1%
ClearBridge Small Cap Growth Fund Class A	SASMX	A--	U.S. Small Cap - Growth	22	1.24%
U.S. Equities - Value
JPMorgan Intrepid Value Fund Class A Shares	JIVAX	B++	U.S. All Cap - Value	16	0.94%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A Shares	SAMVX	B++	U.S. Large Cap - Value	16	1.35%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
American Beacon Small Cap Value Fund Class A	ABSAX	D++	U.S. Small Cap - Value	25	1.32%
The Hartford Balanced Income Fund Class R4	HBLSX	C++	U.S. Mega Cap - Value	7	0.91%
Specialty
Deutsche Enhanced Commodity Strategy Fund Class A	SKNRX	A++	Commodities	12	1.31%
Fidelity Advisor Real Estate Fund Class A	FHEAX	C++	U.S. Real Estate	17	1.16%
Global & Intl. Equity
BlackRock International Index Fund Investor A Shares	MDIIX	B-	International Large Cap	14	0.6%
Bonds
Federated Institutional Prime Obligations Fund Institutional Shares	POIXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Baird Aggregate Bond Fund Class Investor	BAGSX	B--	U.S. Treasury - Intermediate / Long	3	0.55%
Other
JPMorgan SmartRetirement 2015 Fund Class A Shares	JSFAX		Other	0	0.28%

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