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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
Janus Growth And Income Fund Class T	JAGIX	C	U.S. Large Cap	14	0.88%
U.S. Equities - Growth
T. Rowe Price New America Growth Fund	PRWAX	A--	U.S. All Cap - Growth	18	0.81%
Alger Small Cap Focus Fund Class A	AOFAX	F-	U.S. Mid Cap - Growth	27	1.6%
U.S. Equities - Value
Madison Mid Cap Fund Class Y	GTSGX	C++	U.S. Large Cap - Value	15	1.15%
BlackRock Basic Value Fund Investor A Shares	MDBAX	C++	U.S. All Cap - Value	18	0.81%
Global & Intl. Equity
Lazard International Strategic Equity Portfolio Open Shares	LISOX	C+	Europe	14	1.1%
ClearBridge International Growth Fund Class A	LGGAX	C-	International Large Cap - Growth	16	1.15%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Frost Total Return Bond Fund Investor Class Shares	FATRX	A	Bond - U.S. Corporate	2	0.74%
DoubleLine Total Return Bond Fund Class N	DLTNX	B-	Bond - Multi Sector	2	0.73%
American Funds U.S. Government Securities Fund Class F-1	UGSFX	C-	Bond - Multi Sector	2	0.62%
American Funds The Bond Fund of America Class F-1	BFAFX	B-	Bond - Multi Sector	3	0.64%
Other
Fidelity Government Cash Reserves	FDRXX		Other	0	0%

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