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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%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Homestead Small Company Stock Fund	HSCSX	B+	U.S. Small Cap	20	0.91%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
U.S. Equities - Growth
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
Goldman Sachs Small/Mid Cap Growth Fund Institutional	GSMYX	D-	U.S. Mid Cap - Growth	23	0.94%
Wells Fargo Growth Fund - Class Inst	SGRNX	F-	U.S. Mid Cap - Growth	24	0.75%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
Wells Fargo Special Mid Cap Value Fund - Class Inst	WFMIX	C++	U.S. Mid Cap - Value	18	0.85%
Global & Intl. Equity
Vanguard FTSE All-World ex-US Index Fund Admiral Shares	VFWAX	A-	International Large Cap	14	0.15%
Oppenheimer International Growth Fund Class I	OIGIX	B-	International Large Cap - Growth	16	0.72%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
T. Rowe Price High Yield Fund	PRHYX	B++	Bond - U.S. High Yield	3	0.75%

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