Johns Hopkins Health System Corporation 403(B) 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
Calvert Equity Portfolio Class A	CSIEX	D	U.S. Large Cap	15	1.2%
Deutsche Equity 500 Index Fund Class S	BTIEX	C	U.S. Large Cap	15	0.25%
U.S. Equities - Growth
Wells Fargo Growth Fund - Class Inst	SGRNX	F-	U.S. Mid Cap - Growth	24	0.75%
Wells Fargo Emerging Growth Fund - Class Admin	WFGDX	B--	U.S. Small Cap - Growth	25	1.2%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I	MPEGX	F-	U.S. Mid Cap - Growth	35	0.7%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
JPMorgan Equity Income Fund Select Class	HLIEX	C++	U.S. Mega Cap - Value	15	0.78%
Goldman Sachs Mid Cap Value Fund Class A	GCMAX	C++	U.S. Mid Cap - Value	17	1.14%
Columbia Mid Cap Index Fund Class Z	NMPAX	D++	U.S. Mid Cap - Value	19	0.2%
Perkins Small Cap Value Fund Class T	JSCVX	F++	U.S. Small Cap - Value	22	0.83%
Columbia Small Cap Index Fund Class Z	NMSCX	B++	U.S. Small Cap - Value	23	0.2%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Long-Term Treasury Fund Investor Shares	VUSTX	C--	U.S. Treasury - Long	12	0.2%
Baird Aggregate Bond Fund Class Investor	BAGSX	B--	U.S. Treasury - Intermediate / Long	3	0.55%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	C+	U.S. Treasury - TIPS	4	0.44%

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