Lutron 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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
Neuberger Berman Genesis Fund Institutional Class	NBGIX	F+	U.S. Mid Cap	18	0.85%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A--	U.S. Small Cap - Growth	20	0.1%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
U.S. Equities - Value
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
American Beacon Mid Cap Value Fund Institutional Class	AACIX	C++	U.S. Mid Cap - Value	23	0.98%
Global & Intl. Equity
Templeton Institutional Foreign Smaller Companies Series Advisor	TFSCX	B++	International Small Cap	13	0.98%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
T. Rowe Price International Stock Fund	PRITX	B-	International Large Cap - Growth	14	0.85%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Western Asset Intermediate Bond Fund Class I	WATIX	B-	Bond - Multi Sector	2	0.49%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%

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