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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 Freedom Index 2035 Instl Prem	ffezx	C	U.S. All Cap	11	0%
Fidelity Freedom Index 2045 Instl Prem	ffolx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2050 Instl Prem	ffopx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2060 Instl Prem	fflex	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2040 Instl Prem	ffizx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2055 Instl Prem	ffldx	C	U.S. All Cap	13	0%
Vanguard Health Care Fund Admiral Shares	VGHAX	D	U.S. Large Cap	14	0.3%
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%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Fidelity Freedom Index Income Fund Investor Class	FIKFX	C	U.S. Large Cap	3	0.08%
Fidelity Freedom Index 2020 Instl Prem	fiwtx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2025 Instl Prem	ffedx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2030 Instl Prem	ffegx	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Janus Triton Fund Class N	JGMNX	B--	U.S. Small Cap - Growth	19	0.68%
Brown Advisory Sustainable Growth Fund Investor Shares	BIAWX	B--	U.S. All Cap - Growth	20	1.01%
Wells Fargo Small Company Growth Fund - Class Inst	WSCGX	A--	U.S. Small Cap - Growth	20	0.95%
BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares	CMGIX	D-	U.S. Mid Cap - Growth	22	1.11%
Columbia Global Technology Growth Fund Class R5	CTHRX	D--	U.S. All Cap - Growth	23	1.08%
Franklin DynaTech Fund Class R6	FDTRX	F-	U.S. Mid Cap - Growth	26	0%
U.S. Equities - Value
Delaware Value Fund Institutional Class	DDVIX	F++	U.S. Mega Cap - Value	15	0.77%
Victory Sycamore Established Value Fund Class R6	VEVRX	B++	U.S. Mid Cap - Value	19	0%
Vanguard Energy Fund Admiral Shares	VGELX	F++	U.S. All Cap - Value	22	0.32%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Wasatch International Growth Fund Investor Class	WAIGX	A-	International Large Cap - Growth	14	1.49%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class R	ODVNX	C	Emerging Markets	17	1.7%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
Invesco Stable Asset - ADPZ Class		C	U.S. Cash / Money Market	0	0%
AB Global Bond Fund Class I	ANAIX	C	Bond - U.S. Corporate	2	0.58%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Western Asset Core Bond Fund Class I	WATFX	B-	Bond - Multi Sector	4	0.49%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Other
Invesco Global Opportunities Fund Class R6	IFOPX		Other	0	1.11%

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