Mercer Hr Services 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
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	17	0.36%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Prudential Jennison Small Company Fund Class Z	PSCZX	A+	U.S. Mid Cap	20	0.85%
T. Rowe Price Personal Strategy Income Fund	PRSIX	C	U.S. All Cap	6	0.45%
Vanguard Wellington Fund Admiral Shares	VWENX	B	U.S. Large Cap	10	0.18%
U.S. Equities - Growth
Ivy Large Cap Growth Fund Class Y	WLGYX	B--	U.S. Mega Cap - Growth	18	1.06%
U.S. Equities - Value
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%

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