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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 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Principal MidCap Fund Institutional Class	PCBIX	D+	U.S. Mid Cap	16	0.66%
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
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	D-	U.S. Mid Cap - Growth	21	0.51%
Vanguard Small Capitalization Growth Index Fund Investor Shares	VISGX	C--	U.S. Small Cap - Growth	21	0.24%
JPMorgan Large Cap Growth Fund Class R5	JLGRX	F--	U.S. All Cap - Growth	23	0.71%
Eagle Small Cap Growth Fund Class I	HSIIX	D--	U.S. Small Cap - Growth	23	0.79%
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. All Cap - Growth	25	0.65%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-5	RWMFX	D++	U.S. Mega Cap - Value	14	0.35%
DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	C++	U.S. All Cap - Value	18	0.27%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	B++	U.S. Mid Cap - Value	20	0.32%
Fidelity Value Fund	FDVLX	A++	U.S. Mid Cap - Value	21	0.65%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Specialty
Cohen & Steers Institutional Realty Shares	CSRIX	B++	U.S. Real Estate	17	0.75%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A	Emerging Markets	16	0.57%
Bonds
DFA Short-Term Government Portfolio Institutional Class	DFFGX	C	Bond - U.S. Mortgages	1	0.19%
Lord Abbett Short Duration Income Fund Class I	LLDYX	B-	Bond - Multi Sector	2	0.39%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
Principal High Yield Fund Institutional Class	PHYTX	B++	Bond - U.S. High Yield	4	0.58%
Loomis Sayles Bond Fund Institutional Class	LSBDX	A	Bond - U.S. Corporate	4	0.63%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	C+	Bond - Emerging Market	5	0.83%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%

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