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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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Oppenheimer Main Street Fund Class I	OMSIX	C	U.S. Large Cap	15	0.51%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
JPMorgan Mid Cap Growth Fund Class R6	JMGMX	D-	U.S. Mid Cap - Growth	21	0.74%
Eagle Small Cap Growth Fund Class R5	HSRSX	D--	U.S. Small Cap - Growth	23	0.77%
Vanguard Information Technology Index Fund Admiral Shares	VITAX	D--	U.S. All Cap - Growth	23	0.14%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	C++	U.S. Mega Cap - Value	14	0.91%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Thornburg Global Opportunities Fund Class R5	THOFX	A++	International Small Cap	14	0.99%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Loomis Sayles Investment Grade Bond Fund Class Y	LSIIX	B	Bond - U.S. Corporate	2	0.58%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%

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