Park Side Federal Credit Union 401(K) Plan And 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
500 Index Fund		C	U.S. Large Cap	15	0.17%
Mid Cap Index Fund		C+	U.S. Mid Cap	16	0.09%
Small Cap Index Fund		B+	U.S. Small Cap	19	0.09%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-1	RNPAX	A--	U.S. All Cap - Growth	17	1.56%
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard Growth ETF	VUG	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Small-Cap Growth Index Fund Institutional Shares	VSGIX	C--	U.S. Small Cap - Growth	21	0.08%
U.S. Equities - Value
Vanguard Value ETF	VTV	C++	U.S. Mega Cap - Value	15	0.09%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	18	0.09%
Vanguard Small-Cap Value Index Fund Institutional Shares	VSIIX	B++	U.S. Small Cap - Value	22	0.08%
Global & Intl. Equity
Intl Equity Index Fund		B-	International Large Cap	15	0.09%
International Value Fund		A	International Large Cap - Value	16	0.43%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Declaration Total Bond Market Fund		C-	Bond - Multi Sector	3	0.08%
Other
John Hancock Funds Retirement Choices at 2025 Portfolio Class R1	JREQX		Other	0	1.09%
John Hancock Funds Retirement Choices Income Portfolio Class R1	JRFQX		Other	0	1.25%
John Hancock Funds Retirement Choices at 2030 Portfolio Class R1	JRHQX		Other	0	1.04%
John Hancock Funds Retirement Choices at 2050 Portfolio Class R1	JRIQX		Other	0	1%
John Hancock Funds Retirement Choices at 2040 Portfolio Class R1	JRRQX		Other	0	1%
JHancock Retirement Choices at 2010 R1	JRTQX		Other	0	1.28%
John Hancock Funds Retirement Choices at 2045 Portfolio Class R1	JRVQX		Other	0	1%
John Hancock Funds Retirement Choices at 2020 Portfolio Class R1	JRWQX		Other	0	1.16%
John Hancock Funds Retirement Choices at 2035 Portfolio Class R1	JRYQX		Other	0	1.02%

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