Habif, Arogeti & Wynne Employees 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 - Blend
Fidelity Four-in-One Index Fund	FFNOX	C	U.S. All Cap	12	0.08%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Vanguard Tax-Managed Balanced Fund Admiral Shares	VTMFX	C	U.S. Large Cap	8	0.12%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
U.S. Equities - Value
Vanguard Tax-Managed Small Cap Fund Admiral Shares	VTMSX	B++	U.S. Small Cap - Value	23	0.12%
Global & Intl. Equity
DFA Emerging Markets Small Cap Portfolio Institutional Class	DEMSX	A	Emerging Markets	13	0.75%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
Vanguard Prime Money Market Fund Investor Shares	VMMXX	C	U.S. Cash / Money Market	0	0%
Baird Aggregate Bond Fund Class Institutional	BAGIX	B--	U.S. Treasury - Intermediate / Long	3	0.3%

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