Sierra Club, Inc. 401(K) Plan For Chapter Employees

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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
1919 Socially Responsive Balanced Fund Class I	LMRNX	D-	U.S. Mega Cap	11	1%
Fidelity Freedom Index 2035 Instl Prem	ffezx	C	U.S. All Cap	11	0%
Fidelity Freedom Index 2045 Instl Prem	ffolx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2050 Instl Prem	ffopx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2060 Instl Prem	fflex	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2040 Instl Prem	ffizx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2055 Instl Prem	ffldx	C	U.S. All Cap	13	0%
Portfolio 21 Global Equity Fund Class R	PORTX	B	U.S. All Cap	14	1.42%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Paradigm Select Fund	PFSLX	B+	U.S. Mid Cap	20	1.15%
Fidelity Freedom Index 2005 Instl Prem	ffgfx	C	U.S. Large Cap	4	0%
Fidelity Freedom Index 2010 Instl Prem	ffwtx	C	U.S. All Cap	5	0%
Fidelity Freedom Index 2015 Instl Prem	fiwfx	C	U.S. All Cap	6	0%
Fidelity Freedom Index 2020 Instl Prem	fiwtx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2025 Instl Prem	ffedx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2030 Instl Prem	ffegx	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Virtus Small-Cap Sustainable Growth Fund Class Institutional	PXSGX	F-	U.S. Mid Cap - Growth	20	1.25%
Brown Advisory Sustainable Growth Fund Institutional Shares	BAFWX	B--	U.S. All Cap - Growth	20	0.86%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
MFS New Discovery Value Fund Class R3	NDVTX	B++	U.S. Small Cap - Value	23	1.45%
Specialty
Cohen & Steers Realty Shares Fund	CSRSX	B++	U.S. Real Estate	18	0.97%
Global & Intl. Equity
MFS International Diversification Fund Class R3	MDIHX	A-	International Large Cap - Growth	13	0.35%
Fidelity Global ex U.S. Index	FSGGX	A-	International Large Cap	14	0.1%
Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio Class I	MIOIX	C	Emerging Markets	20	1.13%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%

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