Asana Inc 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 Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2065 Fund Investor Shares	VLXVX	C	U.S. All Cap	13	0%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	16	0.16%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
The Hartford MidCap Fund Class R5	HFMTX	F+	U.S. Mid Cap	18	0.87%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Janus Triton Fund Class I	JSMGX	B--	U.S. Small Cap - Growth	19	0.76%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
AllianzGI NFJ Mid-Cap IS Fund		B++	U.S. Large Cap - Value	14	0.91%
Delaware Small Cap Value Fund Institutional Class	DEVIX	C++	U.S. Small Cap - Value	25	1%
Specialty
Principal Global Real Estate Securities Fund Class R-6	PGRSX	B++	U.S. Real Estate	15	1.06%
Global & Intl. Equity
Fidelity Global ex U.S. Index	FSGGX	A-	International Large Cap	14	0.1%
Fidelity International Capital Appreciation Fund	FIVFX	C-	International Large Cap - Growth	16	1.12%
Fidelity Emerging Markets Index	FPADX	C	Emerging Markets	17	0.1%
American Century Emerging Markets Fund Institutional Class	AMKIX	D	Emerging Markets	19	1.43%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Bonds
Vanguard Treasury Money Market Fund		C	U.S. Cash / Money Market	0	0%
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
John Hancock Bond Fund Class R6	JHBSX	A-	Bond - Multi Sector	3	0.5%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
BlackRock High Yield Bond Portfolio Class K	BRHYX	B++	Bond - U.S. High Yield	4	0.54%
PGIM Global Total Return R6 Fund		C	Bond - U.S. Corporate	5	0.98%

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