Moses Cone Hospital 403b 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
Hartford Capital Appreciation HLS Fund Class IA	HIACX	D	U.S. All Cap	15	0.67%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Selected American Shares Fund Class D	SLADX	A	U.S. All Cap	17	0.61%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Ivy Mid Cap Growth Fund Class I	IYMIX	B-	U.S. Mid Cap - Growth	20	0.99%
Columbia Acorn Fund Class Z	ACRNX	D-	U.S. Mid Cap - Growth	21	0.78%
U.S. Equities - Value
Dodge & Cox Balanced Fund	DODBX	A++	U.S. All Cap - Value	12	0.53%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
JPMorgan Mid Cap Value Fund Institutional Class	FLMVX	C++	U.S. Mid Cap - Value	19	0.74%
Royce Total Return Fund Institutional Class	RTRIX	D++	U.S. Small Cap - Value	21	1%
Global & Intl. Equity
Tweedy, Browne Global Value Fund	TBGVX	A+	Europe	12	1.37%
Oakmark International Small Cap Fund Class I	OAKEX	A++	International Small Cap	17	1.35%
Bonds
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%

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