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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
Columbia Balanced Fund Class Z	CBALX	C	U.S. Large Cap	10	0.88%
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Brown Capital Management Small Company Fund Institutional Shares	BCSSX	F-	U.S. Mid Cap - Growth	24	1.05%
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. All Cap - Growth	25	0.65%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class A	MACGX	F-	U.S. Mid Cap - Growth	34	0.95%
U.S. Equities - Value
American Beacon Large Cap Value Fund Investor Class	AAGPX	C++	U.S. All Cap - Value	18	0.93%
Artisan Mid Cap Value Fund Institutional Class	APHQX	C++	U.S. Mid Cap - Value	18	0.98%
AllianzGI NFJ Small-Cap Value Fund Administrative Class	PVADX	F++	U.S. Mid Cap - Value	20	1.02%
Global & Intl. Equity
Artisan International Fund Investor Class	ARTIX	C-	International Large Cap - Growth	14	1.2%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
American Beacon International Equity Fund Investor Class	AAIPX	B	International Large Cap - Value	18	1.04%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock Core Bond Portfolio Institutional Shares	BFMCX	B-	Bond - Multi Sector	3	0.56%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
PIMCO High Yield Fund Administrative Class	PHYAX	C++	Bond - U.S. High Yield	3	0.8%
T. Rowe Price U.S. Treasury Intermediate Fund	PRTIX	C-	U.S. Treasury - Short / Intermediate	4	0.51%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%

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