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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
Vanguard High Dividend Yield ETF	VYM	C++	U.S. Mega Cap - Value	15	0.1%
iShares Core S&P Mid-Cap ETF	IJH	D++	U.S. Mid Cap - Value	19	0.14%
Vanguard Small-Cap Value ETF	VBR	B++	U.S. Small Cap - Value	22	0.09%
iShares Core S&P Small-Cap ETF	IJR	B++	U.S. Small Cap - Value	23	0.14%
iShares Morningstar Small-Cap Value ETF	JKL	C++	U.S. Small Cap - Value	25	0.3%
iShares Russell 2000 Value ETF	IWN	C++	U.S. Small Cap - Value	26	0.25%
PowerShares Russell 2000 Pure Value Portfolio	PXSV	B++	U.S. Micro Cap - Value	33	0.39%
iShares S&P Mid-Cap 400 Value ETF	IJJ	F++	U.S. All Cap - Value	55	0.25%
iShares S&P Small-Cap 600 Value ETF	IJS	F++	U.S. Small Cap - Value	57	0.25%
Global & Intl. Equity
SPDR S&P International Dividend ETF	DWX	B-	International Large Cap	12	0.45%
iShares International Select Dividend ETF	IDV	A	International Large Cap - Value	16	0.5%
iShares MSCI EAFE Value ETF	EFV	B	International Large Cap - Value	17	0.4%
PowerShares International Dividend Achievers Portfolio	PID	A	International Large Cap - Value	17	0.54%
iShares MSCI Emerging Markets ETF	EEM	D	Emerging Markets	19	0.67%
Martin Midstream Partners L.P.	MMLP	A++	Europe	84	0%

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