Sutter Health 403(B) Match Savings 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
Fidelity Balanced Fund Class K	FBAKX	C	U.S. All Cap	11	0.46%
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	12	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	B	U.S. All Cap	13	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	B	U.S. All Cap	13	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	B	U.S. All Cap	13	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	13	0%
Fidelity Select Telecommunications Portfolio	FSTCX	F	U.S. All Cap	13	0.82%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Select Consumer Discretionary Portfolio	FSCPX	F	U.S. All Cap	19	0.81%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	4	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	5	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	7	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	9	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	10	0%
U.S. Equities - Growth
Fidelity Select Health Care Portfolio	FSPHX	C-	U.S. Mid Cap - Growth	17	0.76%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
Fidelity Small Cap Growth Fund	FCPGX	B--	U.S. Small Cap - Growth	23	0.88%
Fidelity Select Technology Portfolio	FSPTX	D--	U.S. All Cap - Growth	24	0.77%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I	MPEGX	F-	U.S. Mid Cap - Growth	35	0.7%
Touchstone Sands Capital Institutional Growth Fund	CISGX	F-	U.S. Mid Cap - Growth	51	0%
U.S. Equities - Value
Fidelity Select Consumer Staples Portfolio	FDFAX	C++	U.S. Mega Cap - Value	12	0.79%
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
AllianzGI NFJ Dividend Value Fund Institutional Class	NFJEX	B++	U.S. Mega Cap - Value	13	0.7%
Huber Capital Equity Income Fund Institutional Class	HULEX	B++	U.S. Large Cap - Value	16	0.99%
Fidelity Select Utilities Portfolio	FSUTX	F++	U.S. Mega Cap - Value	17	0.8%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	C++	U.S. Mid Cap - Value	18	0.65%
Artisan Mid Cap Value Fund Institutional Class	APHQX	C++	U.S. Mid Cap - Value	18	0.98%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Fidelity Select Industrials Portfolio	FCYIX	F++	U.S. Mid Cap - Value	20	0.81%
Fidelity Select Materials Portfolio	FSDPX	C++	U.S. Mid Cap - Value	21	0.82%
Fidelity Value Fund Class K	FVLKX	A++	U.S. Mid Cap - Value	21	0.52%
Fidelity Small Cap Value Fund	FCPVX	A++	U.S. Small Cap - Value	25	1.06%
Northern Small Cap Value Fund	NOSGX	F++	U.S. Small Cap - Value	25	1%
Fidelity Select Energy Portfolio	FSENX	A++	U.S. Small Cap - Value	36	0.8%
Specialty
JPMorgan Realty Income Fund Institutional Class	URTLX	C++	U.S. Real Estate	19	0.78%
Global & Intl. Equity
Artisan International Fund Institutional Class	APHIX	C-	International Large Cap - Growth	14	0.97%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Harbor International Fund Institutional Class	HAINX	A-	International Large Cap	15	0.74%
Fidelity International Discovery Fund Class K	FIDKX	A-	International Large Cap - Growth	15	0.83%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	A	Emerging Markets	15	0.57%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
Fidelity Freedom Income Class K	FNSHX	B	Emerging Markets	4	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Institutional Class	PTLDX	C+	U.S. Treasury - TIPS	1	0.46%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Fidelity Total Bond Fund	FTBFX	B-	Bond - Multi Sector	3	0.45%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%

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