Salesforce 401(k) 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
JPMorgan SmartRetirement Blend 2035 Fund Select Class	JPSRX	C	U.S. All Cap	11	0.45%
Fidelity Puritan Fund Class K	FPUKX	C	U.S. Large Cap	12	0.46%
JPMorgan SmartRetirement Blend 2040 Fund Select Class	JOBEX	C	U.S. All Cap	12	0.45%
JPMorgan SmartRetirement Blend 2045 Fund Select Class	JMSSX	C	U.S. All Cap	13	0.45%
JPMorgan SmartRetirement Blend 2050 Fund Select Class	JNEAX	C	U.S. All Cap	13	0.45%
JPMorgan SmartRetirement Blend 2055 Fund Select Class	JPTBX	C	U.S. All Cap	13	0.45%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
JPMorgan SmartRetirement Blend Income Fund Select Class	JIJSX	C	U.S. All Cap	6	0.4%
JPMorgan SmartRetirement Blend 2020 Fund Select Class	JSSRX	C	U.S. All Cap	6	0.41%
JPMorgan SmartRetirement Blend 2025 Fund Select Class	JBSSX	C	U.S. All Cap	8	0.42%
JPMorgan SmartRetirement Blend 2030 Fund Select Class	JRBEX	C	U.S. All Cap	10	0.43%
U.S. Equities - Growth
Fidelity Contrafund K6	FLCNX	C--	U.S. Large Cap - Growth	19	0%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
Fidelity Low-Priced Stock K6	flksx	A++	U.S. All Cap - Value	15	0%
BlackRock Equity Dividend Fund K Shares		D++	U.S. All Cap - Value	16	0.72%
Ariel Fund Institutional Class	ARAIX	A++	U.S. Mid Cap - Value	20	0.72%
Global & Intl. Equity
MFS International Value Fund Class R6	MINJX	C-	International Large Cap - Growth	13	0.74%
Fidelity Diversified Intl K6	fkidx	B-	International Large Cap - Growth	14	0%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Invesco Oppenheimer Developing Markets Fund Class R6		C	Emerging Markets	17	0.87%
Bonds
Fidelity Investments Money Market Govt. Portfolio - Instl.		C	U.S. Cash / Money Market	0	0%
Fidelity Long - Term Treasury Bond Index	FNBGX	C--	U.S. Treasury - Long	12	0%
Loomis Sayles Core Plus Bond Fund Class N	NERNX	C	Bond - U.S. Corporate	3	0.44%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%

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