Bright Start Pediatrics 401K 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 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
Vanguard Total Stock Market Index Fund Investor Shares	VTSMX	C	U.S. All Cap	16	0.17%
U.S. Equities - Growth
T. Rowe Price Institutional Large Cap Growth Fund	TRLGX	A--	U.S. Large Cap - Growth	20	0.56%
U.S. Equities - Value
DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	C++	U.S. All Cap - Value	18	0.27%
Ariel Fund Investor Class	ARGFX	A++	U.S. Mid Cap - Value	20	1.03%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Investor Shares	VGTSX	D++	International Small Cap	14	0.22%
DFA International Small Cap Growth Portfolio	DISMX	C++	International Small Cap	14	0.55%
DFA International Small Company Portfolio Institutional Class	DFISX	C++	International Small Cap	14	0.54%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%

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