Teamsters/Ups National 401(K) Tax Deferred Savings Plan

Portfolios Funds Ratings Plan Information

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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	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Bright Horizon 2035 Fund	C	U.S. All Cap	11	0.19%
Bright Horizon 2040 Fund	C	U.S. All Cap	12	0.19%
Bright Horizon 2045 Fund	C	U.S. All Cap	13	0.19%
Bright Horizon 2060 Fund	C	U.S. All Cap	13	0.18%
Bright Horizon 2055 Fund	C	U.S. All Cap	13	0.19%
Bright Horizon 2050 Fund	C	U.S. All Cap	13	0.19%
S&P 500 Equity Index Fund	C	U.S. Large Cap	15	0.09%
Russell 2000 Index Fund	C+	U.S. Small Cap	23	0.2%
Bright Horizon Retirement Income Fund	C	U.S. All Cap	5	0.17%
Bright Horizon 2015 Fund	D	U.S. Large Cap	7	0.17%
Bright Horizon 2020 Fund	D	U.S. All Cap	8	0.17%
Bright Horizon 2025 Fund	D	U.S. All Cap	9	0.18%
Bright Horizon 2030 Fund	C	U.S. All Cap	10	0.18%
U.S. Equities - Value
Government Short-term Investment Fund	C++	U.S. Micro Cap - Value	0	0.12%
S&P MidCap 400 Index Fund	D++	U.S. Mid Cap - Value	19	0.25%
Specialty
U.S. REIT Index Fund	C++	U.S. Real Estate	17	0.45%
Global & Intl. Equity
International Index Fund	A-	International Large Cap	15	0.05%
Bonds
Stable Value Fund	C	U.S. Cash / Money Market	0	0%
Bond Market Index Fund	C-	Bond - Multi Sector	3	0.08%

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