Blue Shield of California

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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
Meridian Small Cap Growth Fund A Class	MSGAX	A+	U.S. Small Cap	20	1.6%
U.S. Equities - Growth
AMG TimesSquare Mid Cap Growth Fund Class I	TMDIX	B-	U.S. Mid Cap - Growth	18	1.04%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
T. Rowe Price Growth Stock Fund	PRGFX	B--	U.S. Large Cap - Growth	20	0.69%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Harbor Mid Cap Value Fund Institutional Class	HAMVX	C++	U.S. Mid Cap - Value	22	0.93%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Harding Loevner International Equity Portfolio Institutional Class	HLMIX	B-	International Large Cap - Growth	15	0.87%
Vanguard Emerging Markets Stock Index Fund Institutional Shares	VEMIX	C	Emerging Markets	17	0.12%
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%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Other
Fidelity Spartan 500 Index Investor	FSMKX		Other	0	0%

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