Pacific Marine Credit Union Retirement 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 - Value
AMG River Road Small Cap Value Fund Class I	ARSIX	C++	U.S. Small Cap - Value	18	1.09%
Global & Intl. Equity
Invesco International Growth Fund R5 Class	AIEVX	B-	International Large Cap - Growth	14	0.97%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Class A	PTLAX	C+	U.S. Treasury - TIPS	1	0.8%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
PIMCO High Yield Fund Class A	PHDAX	C++	Bond - U.S. High Yield	3	0.9%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	A-	Bond - Multi Sector	9	0.12%
Other
Turner Small Cap Growth Fund	TSCEX		Other	0	1.25%
Victory Institutional Diversified Stock Fund Class R	VIDSX		Other	0	0.59%

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