H-E-B Brand Savings & 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
SPDR S&P 500 ETF Trust	SPY	C	U.S. Large Cap	15	0.09%
U.S. Equities - Value
91 Day T-Bill		C++	U.S. Mid Cap - Value	0	0%
Global & Intl. Equity
iShares MSCI EAFE ETF	EFA	B-	International Large Cap	15	0.34%
Bonds
Barclays Govt./Credit Intermediate		C-	Bond - Multi Sector	4	0.2%

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