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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
American Century Investments One Choice 2045 Portfolio Investor Class	AROIX	C	U.S. All Cap	11	0.2%
American Century Investments One Choice 2050 Portfolio Investor Class	ARFVX	C	U.S. All Cap	11	0.2%
Fidelity Balanced Fund	FBALX	C	U.S. All Cap	11	0.57%
American Century Investments One Choice 2055 Portfolio Investor Class	AREVX	C	U.S. All Cap	12	0.2%
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%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Fidelity Stock Selector Small Cap Fund	FDSCX	C+	U.S. Small Cap	21	0.91%
American Century Investments One Choice In Retirement Portfolio Investor Class	ARTOX	C	U.S. All Cap	6	0.2%
American Century Investments One Choice 2025 Portfolio Investor Class	ARWIX	C	U.S. All Cap	7	0.2%
American Century Investments One Choice 2030 Portfolio Investor Class	ARCVX	C	U.S. All Cap	8	0%
American Century Investments One Choice 2035 Portfolio Investor Class	ARYIX	C	U.S. All Cap	9	0.2%
American Century Investments One Choice 2040 Portfolio Investor Class	ARDVX	C	U.S. All Cap	10	0.2%
U.S. Equities - Growth
American Century Growth Fund Investor Class	TWCGX	C--	U.S. All Cap - Growth	21	0.97%
Columbia Mid Cap Growth Fund Class Z	CLSPX	C-	U.S. Mid Cap - Growth	21	0.96%
U.S. Equities - Value
Columbia Dividend Income Fund Class A	LBSAX	B++	U.S. Mega Cap - Value	13	1.02%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Heartland Value Plus Fund Investor Class	HRVIX	B++	U.S. Small Cap - Value	22	1.14%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C	Emerging Markets	17	0.15%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Century Government Bond Fund Investor Class	CPTNX	C-	Bond - Multi Sector	2	0.47%
Vanguard Intermediate-Term Government Bond Index Fund Admiral Shares	VSIGX	C-	U.S. Treasury - Short / Intermediate	2	0.12%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Other
American Century One Choice 2015 Portfolio Investor Class	ARFIX		Other	0	0.2%
American Century Investments One Choice 2020 Portfolio Investor Class	ARBVX		Other	0	0.2%

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