Coa Trust 401(K) 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
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
American Funds AMCAP Fund Class R-6	RAFGX	D	U.S. Large Cap	15	0.37%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
U.S. Equities - Growth
JPMorgan Mid Cap Growth Fund Class R6	JMGMX	D-	U.S. Mid Cap - Growth	21	0.74%
Eagle Small Cap Growth Fund Class I	HSIIX	D--	U.S. Small Cap - Growth	23	0.79%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
T. Rowe Price Mid-Cap Value Fund	TRMCX	C++	U.S. Mid Cap - Value	18	0.8%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Specialty
Van Eck CM Commodity Index I	COMIX	A++	Commodities	13	0.65%
Invesco Real Estate Fund R5 Class	IARIX	C++	U.S. Real Estate	17	0.88%
VanEck International Investors Gold Fund Class Y	INIYX	F--	Gold	35	1.2%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
T. Rowe Price International Discovery Fund	PRIDX	A-	International Large Cap - Growth	15	1.23%
Lazard Emerging Markets Equity Portfolio Open Shares	LZOEX	A	Emerging Markets	15	1.37%
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%
Dreyfus Bond Market Index Fund Class I	DBIRX	C-	Bond - Multi Sector	3	0.15%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
Principal High Yield Fund Institutional Class	PHYTX	B++	Bond - U.S. High Yield	4	0.58%
Prudential Total Return Bond Fund Class Q	PTRQX	B-	Bond - Multi Sector	4	0.52%

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