Henkel Of America Investment 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
American Funds 2035 Target Date Retirement Fund Class R-5	REFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-5	REGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-5	REHTX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-5	REKTX	C	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
American Funds 2010 Target Date Retirement Fund Class R-5	REATX	B	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-5	REJTX	B	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-5	RECTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-5s	REDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-5	REETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
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%
The Hartford Small Company Fund Class Y	HSCYX	C--	U.S. Small Cap - Growth	23	0.86%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
T. Rowe Price Value Fund	TRVLX	B++	U.S. Large Cap - Value	16	0.84%
Vanguard Selected Value Fund Investor Shares	VASVX	F++	U.S. Mid Cap - Value	23	0.43%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Fidelity International Discovery Fund Class K	FIDKX	A-	International Large Cap - Growth	15	0.83%
DFA Emerging Markets Core Equity Portfolio Institutional Class	DFCEX	A	Emerging Markets	15	0.63%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
PIMCO High Yield Fund Institutional Class	PHIYX	C++	Bond - U.S. High Yield	3	0.55%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	C+	U.S. Treasury - TIPS	4	0.44%
Other
			Other	0	0%
Fidelity Money Market Trust Retirement Government Money Market Portfolio	FGMXX		Other	0	0%

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