Schneider Electric 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 Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Vanguard Extended Market Index Fund Institutional Shares	VIEIX	A--	U.S. Small Cap - Growth	20	0.08%
Oppenheimer Global Opportunities Fund Class Y	OGIYX	C-	U.S. Mid Cap - Growth	21	0.95%
U.S. Equities - Value
Diamond Hill Large Cap Fund Class A	DHLAX	C++	U.S. Large Cap - Value	15	1.06%
Eaton Vance Small-Cap Fund Class I	EISGX	D++	U.S. Mid Cap - Value	18	1.12%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Templeton Institutional Fund International Equity Series Primary Shares	TFEQX	A-	International Large Cap	16	0.79%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C	Emerging Markets	17	0.15%
Aberdeen Emerging Markets Fund Institutional Class	ABEMX	B	Emerging Markets	18	1.1%
Loomis Sayles Global Bond Fund Institutional Class	LSGBX	D++	International Small Cap	4	0.75%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	C-	Bond - Multi Sector	3	0.05%
BlackRock Inflation Protected Bond Fund Class K	BPLBX	C+	U.S. Treasury - TIPS	4	0.32%
Other
Laudus Mondrian Emerging Markets Fund Institutional Class Institutional	LEMNX		Other	0	1.45%

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