Highmark Investment 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
BlackRock LifePath Index 2025 Fund Investor A Shares	LILAX	C	U.S. All Cap	8	0.43%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Specialty
Fidelity Real Estate Income Fund	FRIFX	A++	U.S. Real Estate	7	0.84%
Bonds
Federated Government Obligations Fund Institutional Capital Shares	GOCXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Other
Delaware U.S. Growth Fund Institutional Class	DEUIX		Other	0	0.84%

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