Kpcb Associates Deferred 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
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	C	U.S. All Cap	11	0.25%
T. Rowe Price Retirement 2035 Fund Advisor Class	PARKX	C	U.S. All Cap	12	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	C	U.S. All Cap	13	0.25%
T. Rowe Price Retirement 2045 Fund Advisor Class	PARLX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2055 Fund Advisor Class	PAROX	C	U.S. All Cap	14	0.25%
American Funds Fundamental Investors Class R-4	RFNEX	C	U.S. Large Cap	15	0.66%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
T. Rowe Price Retirement Balanced Fund Advisor Class	PARIX	B	U.S. All Cap	6	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	C	U.S. All Cap	8	0.25%
T. Rowe Price Retirement 2025 Fund Advisor Class	PARJX	C	U.S. All Cap	10	0.25%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
T. Rowe Price Science and Technology Fund Advisor Class	PASTX	A--	U.S. All Cap - Growth	19	1.08%
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund	PRDSX	D--	U.S. Small Cap - Growth	20	0.82%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Eagle Mid Cap Growth Fund Class A	HAGAX	D-	U.S. Mid Cap - Growth	20	1.2%
JPMorgan Large Cap Growth Fund Select Class	SEEGX	F--	U.S. All Cap - Growth	23	0.91%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	C++	U.S. Mega Cap - Value	14	0.91%
Perkins Mid Cap Value Fund Class A	JDPAX	F++	U.S. Mid Cap - Value	17	0.93%
Fidelity Advisor Stock Selector Mid Cap Fund Class A	FMCDX	C++	U.S. Mid Cap - Value	19	0.92%
Invesco Small Cap Value Fund Class A	VSCAX	A++	U.S. Mid Cap - Value	28	1.11%
Global & Intl. Equity
Fidelity Total International Index	FTIHX	C++	International Small Cap	14	0%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Bonds
JPMCB Stable Asset Income CF		C	U.S. Cash / Money Market	0	0%
PIMCO Income Fund Administrative Class	PIINX	A+	Bond - Emerging Market	2	0.7%
JPMorgan Core Bond Fund Select Class	WOBDX	B-	Bond - Multi Sector	3	0.58%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%

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