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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
Janus Balanced Fund Class S	JABRX	C-	U.S. Mega Cap	10	1.08%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Victory Munder Mid-Cap Core Growth Fund Class Y	MGOYX	F+	U.S. Mid Cap	19	1.07%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
ClearBridge Small Cap Growth Fund Class I	SBPYX	A--	U.S. Small Cap - Growth	22	0.9%
Janus Global Technology Fund Class I	JATIX	C--	U.S. All Cap - Growth	23	0.81%
U.S. Equities - Value
American Century Mid Cap Value Fund Institutional Class	AVUAX	D++	U.S. All Cap - Value	16	0.8%
American Beacon Large Cap Value Fund Class Institutional	AADEX	B++	U.S. All Cap - Value	18	0.58%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Global & Intl. Equity
MFS Research International Fund Class R4	MRSJX	A-	International Large Cap - Growth	13	0.93%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C	Emerging Markets	17	0.15%
Goldman Sachs Satellite Strategies Portfolio Institutional Shares	GXSIX	B++	International Small Cap	9	0.18%
Bonds
PIMCO Low Duration Fund Institutional Class	PTLDX	C+	U.S. Treasury - TIPS	1	0.46%
Commerce Bond Fund	CFBNX	B-	Bond - Multi Sector	3	0.72%
JPMorgan Core Bond Fund Class R6	JCBUX	B-	Bond - Multi Sector	3	0.4%
American Century Inflation Adjusted Bond Fund Institutional Class	AIANX	C+	U.S. Treasury - TIPS	4	0.27%
Other
Vanguard Morgan Growth Fund Admiral Shares	VMRAX		Other	0	0.25%

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