Portland General Electric 401K Savings 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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2060 Fund	TRRLX	C	U.S. All Cap	14	0%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares	VIEIX	A--	U.S. Small Cap - Growth	20	0.08%
Prudential Jennison Growth Fund Class Z	PJFZX	F--	U.S. All Cap - Growth	25	0.76%
U.S. Equities - Value
Vanguard Windsor II Fund Admiral Shares	VWNAX	A++	U.S. Large Cap - Value	15	0.28%
Global & Intl. Equity
Artisan International Fund Institutional Class	APHIX	C-	International Large Cap - Growth	14	0.97%
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A	Emerging Markets	16	0.57%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
Stable Value Fund		C	U.S. Cash / Money Market	0	0%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Neuberger Berman High Income Bond Fund Institutional Class	NHILX	B++	Bond - U.S. High Yield	4	0.69%

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