Panalpina, Inc. Savings & Investment 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
Wells Fargo Dow Jones Target 2040 Fund - Class R4	WTFRX	C	U.S. All Cap	11	0.52%
Wells Fargo Dow Jones Target 2050 Fund - Class R4	WQFRX	C	U.S. All Cap	13	0.52%
Wells Fargo Index Fund - Class Admin	WFIOX	C	U.S. Large Cap	15	0.25%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	0.05%
Wells Fargo Dow Jones Target Today Fund - Class R4	WOTRX	D	U.S. All Cap	5	0.45%
U.S. Equities - Growth
Baron Small Cap Fund Retail Class	BSCFX	B--	U.S. Small Cap - Growth	20	1.31%
Artisan Mid Cap Fund Investor Class	ARTMX	D-	U.S. Mid Cap - Growth	21	1.22%
MainStay Large Cap Growth Fund Class I	MLAIX	D--	U.S. Large Cap - Growth	21	0.77%
U.S. Equities - Value
T. Rowe Price Mid-Cap Value Fund Advisor Class	TAMVX	C++	U.S. Mid Cap - Value	18	1.06%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
American Funds The Income Fund of America Class R-4	RIDEX	B++	U.S. Mega Cap - Value	9	0.64%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Bonds
Wells Fargo Core Bond Fund - Class Admin	MNTRX	C-	Bond - Multi Sector	3	0.7%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%

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