Southeast Aerospace, Inc. Employees Savings Trust

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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
American Funds 2035 Target Date Retirement Fund Class R-6	RFFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	C	U.S. Large Cap	14	0.45%
American Funds Investment Company of America Class R-6	RICGX	D	U.S. Large Cap	14	0.3%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Large Cap Index Fund Admiral Shares	VLCAX	C	U.S. Large Cap	15	0.09%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	B	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-6	RFJTX	B	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	8	0%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-6	RLLGX	A-	U.S. Mid Cap - Growth	16	0.72%
American Funds The New Economy Fund Class R-6	RNGGX	B--	U.S. All Cap - Growth	17	0.48%
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
T. Rowe Price Science and Technology Fund	PRSCX	A--	U.S. All Cap - Growth	19	0.86%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
U.S. Equities - Value
Vanguard Equity-Income Fund Investor Shares	VEIPX	C++	U.S. Mega Cap - Value	14	0.3%
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	D++	U.S. Mega Cap - Value	14	0.3%
Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	D++	U.S. Mid Cap - Value	18	0.09%
Vanguard Small Capitalization Value Index Fund Investor Shares	VISVX	B++	U.S. Small Cap - Value	22	0.24%
American Funds Capital Income Builder Class R-6	RIRGX	B++	U.S. Mega Cap - Value	9	0.3%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
American Funds New World Fund Class R-6	RNWGX	A	Emerging Markets	16	0.65%
Vanguard International Growth Fund Investor Shares	VWIGX	B	Emerging Markets	21	0.48%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Funds Intermediate Bond Fund of America Class R-6	RBOGX	C-	Bond - Multi Sector	1	0.27%
Vanguard Total International Bond Index Fund Investor Shares	VTIBX	C-	U.S. Treasury - Intermediate	2	0.23%
American Funds The Bond Fund of America Class R-6	RBFGX	B-	Bond - Multi Sector	3	0.26%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
T. Rowe Price U.S. Bond Enhanced Index Fund	PBDIX	C-	Bond - Multi Sector	3	0.3%
American Funds Capital World Bond Fund Class R-6	RCWGX	D+	Bond - Emerging Market	4	0.52%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%

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