Northwestern University 403(b)

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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 2035 Fund Class K Shares	LIJKX	C	U.S. All Cap	11	0.15%
BlackRock LifePath Index 2040 Fund Class K Shares	LIKKX	C	U.S. All Cap	12	0.15%
BlackRock LifePath Index 2045 Fund Class K Shares	LIHKX	C	U.S. All Cap	13	0.15%
BlackRock LifePath Index 2050 Fund Class K Shares	LIPKX	C	U.S. All Cap	14	0.15%
BlackRock LifePath Index 2055 Fund Class K Shares	LIVKX	C	U.S. All Cap	14	0.15%
BlackRock LifePath Index 2060 Fund Class K	LIZKX	C	U.S. All Cap	14	0%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	16	0.16%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	17	0.36%
BlackRock LifePath Index Retirement Fund Class K Shares	LIRKX	C	U.S. All Cap	6	0.14%
BlackRock LifePath Index 2025 Fund Class K Shares	LIBKX	C	U.S. All Cap	8	0.14%
BlackRock LifePath Index 2030 Fund Class K Shares	LINKX	C	U.S. All Cap	9	0.15%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class I	MEFZX	B-	U.S. Mid Cap - Growth	17	0.73%
Vanguard Extended Market Index Fund Institutional Plus Shares	VEMPX	A--	U.S. Small Cap - Growth	20	0.06%
Loomis Sayles Small Cap Growth Fund Class N	LSSNX	C--	U.S. Small Cap - Growth	21	0.83%
U.S. Equities - Value
MFS Mid Cap Value Fund Class R6	MVCKX	C++	U.S. Mid Cap - Value	17	0.88%
Goldman Sachs Small Cap Value Class R6	GSSUX	F++	U.S. Small Cap - Value	25	0.92%
Specialty
Principal Real Estate Securities Fd R-6	pfrsx	C++	U.S. Real Estate	18	0%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
Fidelity Diversified Intl K6	fkidx	B-	International Large Cap - Growth	14	0%
American Funds New World Fund Class R-6	RNWGX	A	Emerging Markets	16	0.65%
Bonds
Vanguard Federal Money Market		C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Bond Index Fund Institutional Shares	VBITX	C-	U.S. Treasury - Short / Intermediate	1	0%
Metropolitan West Total Return Bond Fund Plan Class	MWTSX	B-	Bond - Multi Sector	3	0.39%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Other
			Other	0	0%

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