Integris Health, Inc.

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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
Fidelity Balanced Fund Class K	FBAKX	C	U.S. All Cap	11	0.46%
Vulcan Value Partners Fund	VVPLX	B	U.S. All Cap	19	1.09%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
U.S. Equities - Growth
Emerald Growth Fund Institutional Class	FGROX	D--	U.S. Small Cap - Growth	23	0.99%
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
U.S. Equities - Value
MFS New Discovery Value Fund Class R4	NDVUX	B++	U.S. Small Cap - Value	23	1.2%
Tortoise MLP & Pipeline Instl	TORIX	A++	U.S. All Cap - Value	27	1.08%
Global & Intl. Equity
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
PIMCO Global Bond (Unhedged) Fund Institutional Class	PIGLX	D++	International Small Cap	4	0.55%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Western Asset Core Bond Fund Class IS	WACSX	C	Bond - U.S. Corporate	4	0.44%
Other
Fidelity 500 Index Fund Institutional Class	FXSIX		Other	0	0.04%

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