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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
Fidelity Advisor Balanced Fund Class A	FABLX	C	U.S. All Cap	11	0.94%
Fidelity Advisor Freedom 2035 Fund Class A	FATHX	B	U.S. All Cap	12	0.25%
Fidelity Advisor Freedom 2055 Fund Class A	FHFAX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2040 Fund Class A	FAFFX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2050 Fund Class A	FFFLX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2045 Fund Class A	FFFZX	B	U.S. All Cap	13	0.25%
Dreyfus S&P 500 Index Fund	PEOPX	C	U.S. Large Cap	15	0.5%
PIMCO StocksPLUS Fund Administrative Class	PPLAX	C	U.S. Large Cap	15	0.75%
PIMCO StocksPLUS Small Fund Class A	PCKAX	C+	U.S. Small Cap	24	1.09%
Fidelity Advisor Freedom 2005 Fund Class A	FFAVX	B	U.S. All Cap	4	0.25%
Fidelity Advisor Freedom 2010 Fund Class A	FACFX	B	U.S. All Cap	5	0.25%
Fidelity Advisor Freedom 2015 Fund Class A	FFVAX	B	U.S. All Cap	7	0.25%
Fidelity Advisor Freedom 2020 Fund Class A	FDAFX	B	U.S. All Cap	8	0.25%
Fidelity Advisor Freedom 2025 Fund Class A	FATWX	B	U.S. All Cap	9	0.25%
Fidelity Advisor Freedom 2030 Fund Class A	FAFEX	B	U.S. All Cap	10	0.25%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class A	FNIAX	C--	U.S. Large Cap - Growth	19	0.94%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
Fidelity Advisor Small Cap Growth Fund Class A	FCAGX	B--	U.S. Small Cap - Growth	23	1.22%
Fidelity Advisor Biotechnology Fund Class A	FBTAX	F	U.S. Micro Cap - Growth	23	1.14%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
Fidelity Advisor Mid Cap Value Fund Class A	FMPAX	C++	U.S. Mid Cap - Value	19	1.14%
Fidelity Advisor Materials Fund Class A	FMFAX	C++	U.S. Mid Cap - Value	21	1.09%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
Fidelity Advisor Small Cap Value Fund Class A	FCVAX	A++	U.S. Small Cap - Value	25	1.36%
Fidelity Advisor Energy Fund Class A	FANAX	A++	U.S. Small Cap - Value	36	1.15%
Specialty
PIMCO RealEstateRealReturn Strategy Fund Class A	PETAX	A++	U.S. Real Estate	19	0%
Global & Intl. Equity
MFS International New Discovery Fund Class R3	MIDHX	D++	International Small Cap	12	1.39%
BlackRock International Index Fund Investor A Shares	MDIIX	B-	International Large Cap	14	0.6%
Oppenheimer International Diversified Fund Class A	OIDAX	B-	International Large Cap - Growth	14	0.68%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Fidelity Advisor Freedom Income Fund Class A	FAFAX	B	Emerging Markets	4	0.25%
Bonds
Lord Abbett Short Duration Income Fund Class A	LALDX	B++	Bond - U.S. High Yield	1	0.58%
PIMCO Income Fund Class A	PONAX	A+	Bond - Emerging Market	2	0.85%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Dreyfus Bond Market Index Fund Investor Shares	DBMIX	C-	Bond - Multi Sector	3	0.4%
PIMCO Real Return Fund Administrative Class	PARRX	C+	U.S. Treasury - TIPS	4	0.7%
Federated High Yield Trust Service Shares	FHYTX	A++	Bond - U.S. High Yield	5	0.99%
Other
RS SMALLER COMPANY GROWTH FUND	RSGWX		Other	0	0%

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