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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
Delaware Small Cap Core Fund Institutional Class	DCCIX	B+	U.S. Small Cap	21	1.06%
U.S. Equities - Growth
iShares Russell 1000 Growth ETF	IWF	C--	U.S. Large Cap - Growth	20	0.2%
Edgewood Growth Fund Class Institutional	EGFIX	A--	U.S. Large Cap - Growth	21	1%
U.S. Equities - Value
John Hancock Funds Disciplined Value Mid Cap Fund Class I	JVMIX	D++	U.S. Mid Cap - Value	20	0.89%
Hotchkis & Wiley Small Cap Value Fund Class I	HWSIX	B++	U.S. Small Cap - Value	27	0.99%
Global & Intl. Equity
First Eagle Overseas Fund Class I	SGOIX	D++	International Small Cap	10	0.9%

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