Transalta Retirement Savings 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
Fidelity Balanced Fund Class K	FBAKX	C	U.S. All Cap	11	0.46%
Fidelity Freedom 2050 Fund Class K	FNSBX	B	U.S. All Cap	13	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	B	U.S. All Cap	13	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Royce Pennsylvania Mutual Fund Institutional Class	RPMIX	B+	U.S. Small Cap	20	0.79%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	4	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	5	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	10	0%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
U.S. Equities - Value
MFS Value Fund Class R4	MEIJX	C++	U.S. Mega Cap - Value	14	0.67%
Perkins Mid Cap Value Fund Class I	JMVAX	F++	U.S. Mid Cap - Value	17	0.63%
Fidelity Dividend Growth Fund Class K	FDGKX	C++	U.S. Large Cap - Value	17	0.47%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Global & Intl. Equity
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Morgan Stanley Institutional Fund, Inc. International Equity Portfolio Class I	MSIQX	D+	Europe	15	0.94%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Other
Rainier Small/Mid Cap Equity Fund Institutional Shares	RAISX		Other	0	1.01%
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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