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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 Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	C	U.S. Large Cap	14	0.45%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
Vanguard Mid-Cap Index Fund Institutional Plus Shares	VMCPX	C+	U.S. Mid Cap	16	0.06%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
Fidelity OTC Portfolio Class K	FOCKX	B--	U.S. All Cap - Growth	22	0.6%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
Vanguard Windsor II Fund Admiral Shares	VWNAX	A++	U.S. Large Cap - Value	15	0.28%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Kinetics Paradigm Fund No Load Class	WWNPX	A++	U.S. Small Cap - Value	28	1.64%
Global & Intl. Equity
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%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Fidelity Government Income Fund	FGOVX	C--	U.S. Treasury - Intermediate / Long	3	0.45%
Other
Fidelity Investments Money Market Funds Money Market Portfolio Class I	FMPXX		Other	0	0%

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