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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%
American Century Strategic Allocation: Aggressive Fund Investor Class	TWSAX	C	U.S. All Cap	12	1.2%
American Funds Capital World Growth and Income Fund Class R-5	RWIFX	C	U.S. Large Cap	14	0.49%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	C	U.S. All Cap	14	0.25%
Baron Growth Fund Retail Shares	BGRFX	F+	U.S. Mid Cap	20	1.3%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
U.S. Equities - Growth
MFS Growth Fund Class R4	MFEJX	D--	U.S. Large Cap - Growth	20	0.79%
U.S. Equities - Value
MFS Value Fund Class R4	MEIJX	C++	U.S. Mega Cap - Value	14	0.67%
FMI Large Cap Fund	FMIHX	D++	U.S. Large Cap - Value	14	0.96%
Dreyfus Small Cap Stock Index Fund Investor Shares	DISSX	B++	U.S. Small Cap - Value	23	0.5%
Franklin Income Fund Advisor Class	FRIAX	A++	U.S. Mega Cap - Value	10	0.47%
Global & Intl. Equity
Harbor International Fund Institutional Class	HAINX	A-	International Large Cap	15	0.74%
Columbia Acorn International Fund Class Z	ACINX	A-	International Large Cap - Growth	15	0.93%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Thompson Bond Fund	THOPX	A++	Bond - U.S. High Yield	1	0.74%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
American Funds American High-Income Trust Class R-5	RITFX	A++	Bond - U.S. High Yield	4	0.4%
TCW Emerging Markets Income Fund Class Institutional	TGEIX	C+	Bond - Emerging Market	5	0.83%

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