West Corporation Employee 401(K) 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 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
Scout Mid Cap Fund	UMBMX	F+	U.S. Mid Cap	18	1.07%
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 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
Baron Small Cap Fund Institutional Class	BSFIX	B--	U.S. Small Cap - Growth	20	1.05%
MainStay Large Cap Growth Fund Class I	MLAIX	D--	U.S. Large Cap - Growth	21	0.77%
Fidelity Advisor Growth Opportunities Fund I Class	FAGCX	B--	U.S. All Cap - Growth	24	0.93%
U.S. Equities - Value
MFS Value Fund Class I	MEIIX	C++	U.S. Mega Cap - Value	14	0.67%
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	C++	U.S. Mid Cap - Value	17	0.74%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
PIMCO Total Return Fund Class P	PTTPX	B-	Bond - Multi Sector	3	0.56%
PIMCO High Yield Fund Institutional Class	PHIYX	C++	Bond - U.S. High Yield	3	0.55%

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