401(K) Plan And The Employee Stock Ownership Plan Of Cvs Caremark Corporation And Affiliated Companies

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	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Socially Responsible Fund		B	U.S. All Cap	15	0.69%
Core Equity Fund		C	U.S. Large Cap	15	0.05%
Mid Cap Index Fund		C+	U.S. Mid Cap	16	0.09%
Small Cap Index Fund		B+	U.S. Small Cap	19	0.09%
U.S. Equities - Growth
Global Equity Fund		A--	U.S. All Cap - Growth	17	0.45%
Small Cap Growth Fund		A--	U.S. Small Cap - Growth	19	0.34%
Large Cap Growth Fund		D--	U.S. Large Cap - Growth	21	0%
U.S. Equities - Value
Growth & Income Fund		C++	U.S. Mega Cap - Value	13	0.77%
CVS Health Corp	CVS	A++	U.S. Mega Cap - Value	25	0%
Small Cap Value Fund		A++	U.S. Small Cap - Value	25	0.37%
Global & Intl. Equity
International Equity Index Fund		D++	International Small Cap	14	0.14%
International Equity Fund		B	Emerging Markets	21	0.35%
Bonds
Stable Value Fund		C	U.S. Cash / Money Market	0	0%
Diversified Bond Fund		C	Bond - U.S. Corporate	3	0.43%
U.S. Bond Index Fund		C-	Bond - Multi Sector	3	0.08%
Inflation-Protected Bond Fund		C+	U.S. Treasury - TIPS	4	0.1%

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