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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
Fidelity Advisor Freedom 2035 Fund Class A	FATHX	B	U.S. All Cap	12	0.25%
Fidelity Advisor Freedom 2055 Fund Class A	FHFAX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2040 Fund Class A	FAFFX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2050 Fund Class A	FFFLX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2045 Fund Class A	FFFZX	B	U.S. All Cap	13	0.25%
Dreyfus S&P 500 Index Fund	PEOPX	C	U.S. Large Cap	15	0.5%
Fidelity Advisor Freedom 2005 Fund Class A	FFAVX	B	U.S. All Cap	4	0.25%
Fidelity Advisor Freedom 2010 Fund Class A	FACFX	B	U.S. All Cap	5	0.25%
Fidelity Advisor Freedom 2015 Fund Class A	FFVAX	B	U.S. All Cap	7	0.25%
Fidelity Advisor Freedom 2020 Fund Class A	FDAFX	B	U.S. All Cap	8	0.25%
Fidelity Advisor Freedom 2025 Fund Class A	FATWX	B	U.S. All Cap	9	0.25%
Fidelity Advisor Freedom 2030 Fund Class A	FAFEX	B	U.S. All Cap	10	0.25%
U.S. Equities - Growth
MFS New Discovery Fund Class R3	MNDHX	A--	U.S. Small Cap - Growth	19	1.31%
American Century Heritage Fund A Class	ATHAX	D-	U.S. Mid Cap - Growth	22	1.25%
Wells Fargo Growth Fund - Class A	SGRAX	F-	U.S. Mid Cap - Growth	24	1.19%
U.S. Equities - Value
PIMCO RAE Fundamental PLUS Fund Class A	PIXAX	A++	U.S. All Cap - Value	17	1.19%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
John Hancock Funds Disciplined Value Mid Cap Fund Class A	JVMAX	D++	U.S. Mid Cap - Value	20	1.17%
Heartland Value Plus Fund Investor Class	HRVIX	B++	U.S. Small Cap - Value	22	1.14%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
Global & Intl. Equity
Janus Overseas Fund Class S	JIGRX	B++	International Small Cap	15	0.93%
Fidelity Advisor Freedom Income Fund Class A	FAFAX	B	Emerging Markets	4	0.25%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan High Yield Fund Class A	OHYAX	A++	Bond - U.S. High Yield	3	1.04%
PIMCO Investment Grade Corporate Bond Fund Class A	PBDAX	A-	Bond - Multi Sector	4	0.9%
Other
Oppenheimer Equity Income Fund Class A	OAEIX		Other	0	1.01%
John Hancock Global Opportunities Fund Class A	JGPAX		Other	0	1.49%
Fidelity Prime Fund - Daily Money Class	FDAXX		Other	0	0%

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