One Microsoft Puerto Rico Retirement Plan

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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
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	C	U.S. All Cap	11	0.25%
T. Rowe Price Retirement 2035 Fund Advisor Class	PARKX	C	U.S. All Cap	12	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	C	U.S. All Cap	13	0.25%
T. Rowe Price Retirement 2045 Fund Advisor Class	PARLX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2060 Fund Advisor Class	TRRYX	C	U.S. All Cap	14	0%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2055 Fund Advisor Class	PAROX	C	U.S. All Cap	14	0.25%
T Rowe Price Retirement Income - Advisor Class		B	U.S. All Cap	6	0.25%
T. Rowe Price Retirement 2010 Fund Advisor Class	PARAX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2015 Fund Advisor Class	PARHX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	C	U.S. All Cap	8	0.25%
T. Rowe Price Retirement 2025 Fund Advisor Class	PARJX	C	U.S. All Cap	10	0.25%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-4	RNPEX	A--	U.S. All Cap - Growth	17	0.8%
T. Rowe Price Growth Stock Fund Advisor Class	TRSAX	B--	U.S. Large Cap - Growth	20	0.93%
Microsoft Corporation	MSFT	C--	U.S. Mega Cap - Growth	27	0%
U.S. Equities - Value
Vanguard Windsor II Fund Investor Share	VWNFX	A++	U.S. Large Cap - Value	15	0.36%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
Global & Intl. Equity
MFS Research International Fund Class A	MRSAX	A-	International Large Cap - Growth	13	1.18%
Bonds
Federated Trust for U.S. Treasury Obligations Fund - Instl.		C	U.S. Cash / Money Market	0	0%
BlackRock Total Return Fund Institutional Shares	MAHQX	B-	Bond - Multi Sector	3	0.73%

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