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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
Schwab Target 2035 Fund	SWIRX	C	U.S. All Cap	11	0.82%
Schwab Target 2040 Fund	SWERX	C	U.S. All Cap	12	0.84%
Schwab Target 2045 Fund	SWMRX	C	U.S. All Cap	13	0.48%
Schwab Target 2050 Fund	SWNRX	C	U.S. All Cap	13	0.52%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	C	U.S. Large Cap	14	0.45%
Schwab Target 2055 Fund	SWORX	C	U.S. All Cap	14	0.47%
Schwab Target 2060	swprx	C	U.S. All Cap	14	0%
Vanguard Large Cap Index Fund Admiral Shares	VLCAX	C	U.S. Large Cap	15	0.09%
Schwab Managed Retirement Trust Cl IV Income		C	U.S. Large Cap	6	0%
Schwab Target 2010 Fund	SWBRX	C	U.S. All Cap	6	0.55%
Schwab Target 2015 Fund	SWGRX	C	U.S. All Cap	6	0%
Schwab Target 2020 Fund	SWCRX	C	U.S. All Cap	6	0.68%
Schwab Target 2025 Fund	SWHRX	C	U.S. All Cap	8	0.74%
Schwab Target 2030 Fund	SWDRX	C	U.S. All Cap	10	0.77%
U.S. Equities - Growth
Small & Mid Cap Growth Stock Fund		B-	U.S. Mid Cap - Growth	19	0.09%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. All Cap - Growth	25	0.65%
U.S. Equities - Value
Small & Mid Cap Value Stock Fund		C++	U.S. Mid Cap - Value	18	0.09%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Global & Intl. Equity
State Street Global All Cap Equity ex-US Index Fund		B-	International Large Cap	15	0.34%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
Galliard Stable Value Fund - PayPal		C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%

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