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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 LifeStrategy Growth Fund Investor Shares	VASGX	C	U.S. All Cap	11	0.17%
American Funds Capital World Growth and Income Fund Class F-1	CWGFX	C	U.S. Large Cap	13	0.82%
Vanguard Health Care Fund Admiral Shares	VGHAX	D	U.S. Large Cap	14	0.3%
Vanguard Global Equity Fund Investor Shares	VHGEX	C	U.S. All Cap	15	0.61%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
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%
John Hancock Fundamental Large Cap Core Fund Class A	TAGRX	B	U.S. All Cap	17	1.1%
Neuberger Berman Genesis Fund Institutional Class	NBGIX	F+	U.S. Mid Cap	18	0.85%
Victory Munder Mid-Cap Core Growth Fund Class A	MGOAX	F+	U.S. Mid Cap	19	1.32%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	C	U.S. All Cap	6	0.15%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	C	U.S. All Cap	9	0.16%
Vanguard Wellington Fund Admiral Shares	VWENX	B	U.S. Large Cap	10	0.18%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A--	U.S. Small Cap - Growth	20	0.1%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Class A	PTLAX	C+	U.S. Treasury - TIPS	1	0.8%
PIMCO GNMA Fund Class A	PAGNX	C	Bond - U.S. Mortgages	2	0.9%
Lord Abbett High Yield Fund Class A	LHYAX	B++	Bond - U.S. High Yield	4	0.95%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Other
JPMorgan Prime Money Market Fund Premier Class	VPMXX		Other	0	0%

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