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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 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Pioneer Fundamental Growth Fund Class Y	FUNYX	D-	U.S. Mega Cap	17	0.82%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
U.S. Equities - Growth
Principal SmallCap Growth Fund I R-5 Class	PPNPX	C--	U.S. Small Cap - Growth	22	1.32%
U.S. Equities - Value
Principal Equity Income Fund R-5 Class	PEIQX	C++	U.S. Large Cap - Value	14	0.77%
Eaton Vance Atlanta Capital SMID-Cap Fund Class A	EAASX	D++	U.S. Mid Cap - Value	18	1.25%
Victory Sycamore Established Value Fund Class R	GETGX	C++	U.S. Mid Cap - Value	19	1.22%
Delaware Small Cap Value Fund Institutional Class	DEVIX	C++	U.S. Small Cap - Value	25	1%
Global & Intl. Equity
MFS Global Equity Fund Class R3	MWEHX	A+	Europe	14	1.29%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Oppenheimer International Bond Fund Class Y	OIBYX	F++	International Small Cap	7	0.74%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock High Yield Bond Portfolio Institutional Shares	BHYIX	B++	Bond - U.S. High Yield	4	0.6%
Prudential Total Return Bond Fund Class Z	PDBZX	B-	Bond - Multi Sector	4	0.6%
Other
Fidelity Mid Cap Index Fund Premium Class	FSCKX		Other	0	0.08%

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