BRIDGEVIEW BANK GROUP

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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 Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
ClearBridge Aggressive Growth Fund Class IS	LSIFX	D	U.S. All Cap	18	0.73%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
U.S. Equities - Growth
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
ClearBridge Small Cap Growth Fund Class IS	LMOIX	A--	U.S. Small Cap - Growth	22	0.79%
Neuberger Berman Mid Cap Growth Fund Class R6	NRMGX	D-	U.S. Mid Cap - Growth	22	0.68%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
American Century Mid Cap Value Fund R Class	AMVRX	D++	U.S. All Cap - Value	17	1.5%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Global & Intl. Equity
MFS International Value Fund Class R6	MINJX	C-	International Large Cap - Growth	13	0.74%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A	Emerging Markets	16	0.57%
Legg Mason BW Global Opportunities Bond Fund Class IS	GOBSX	C++	International Small Cap	6	0.59%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Voya Intermediate Bond Fund Class R6	IIBZX	B-	Bond - Multi Sector	3	0%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Eaton Vance Income Fund of Boston Class R	ERIBX	C++	Bond - U.S. High Yield	4	1.25%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%

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