Valley View Bancshares, Inc. 401(K) 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
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
U.S. Equities - Growth
Baron Small Cap Fund Retail Class	BSCFX	B--	U.S. Small Cap - Growth	20	1.31%
JPMorgan Large Cap Growth Fund Class R6	JLGMX	F--	U.S. All Cap - Growth	23	0.67%
U.S. Equities - Value
Delaware Value Fund Class A	DDVAX	F++	U.S. Mega Cap - Value	15	1.01%
Delaware Small Cap Value Fund Institutional Class	DEVIX	C++	U.S. Small Cap - Value	25	1%
Global & Intl. Equity
Ivy International Core Equity Fund Class I	ICEIX	B+	Europe	16	1.04%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%

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