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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 Aspen Balanced Portfolio Institutional Class	JABLX	C-	U.S. Mega Cap	10	0.58%
Manning & Napier Pro Blend Maximum Term Series Class S	EXHAX	C	U.S. All Cap	13	1.07%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Parnassus Core Equity Fund - Investor Shares	PRBLX	C	U.S. Large Cap	15	0.87%
American Century Equity Growth Fund Investor Class	BEQGX	D	U.S. Large Cap	16	0.67%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
Principal MidCap Fund Class A	PEMGX	D+	U.S. Mid Cap	16	1.02%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Manning & Napier Pro Blend Moderate Term Series Class S	EXBAX	C	U.S. All Cap	7	1.06%
Manning & Napier Pro Blend Extended Term Series Class S	MNBAX	C	U.S. All Cap	9	1.06%
U.S. Equities - Growth
American Funds New Perspective Fund Class A	ANWPX	A--	U.S. All Cap - Growth	17	0.79%
Janus Triton Fund Class T	JATTX	B--	U.S. Small Cap - Growth	19	0.92%
T. Rowe Price Growth Stock Fund	PRGFX	B--	U.S. Large Cap - Growth	20	0.69%
U.S. Equities - Value
American Century Equity Income Fund A Class	TWEAX	C++	U.S. Mega Cap - Value	11	1.18%
AMG Yacktman Focused Fund Class S	YAFFX	A++	U.S. All Cap - Value	13	1.25%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A Shares	SAMVX	B++	U.S. Large Cap - Value	16	1.35%
AMG Managers Fairpointe Mid Cap Fund Class N	CHTTX	B++	U.S. Mid Cap - Value	17	1.11%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
AllianzGI NFJ International Value Fund Class A	AFJAX	A	Emerging Markets	13	1.24%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	A	Emerging Markets	15	0.57%
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Other
Vanguard FTSE Social Index Fund Investor Shares	VFTSX		Other	0	0.28%
Wells Fargo Advantage Growth Fund Investor Class	SGROX		Other	0	1.25%
Wells Fargo Advantage Dow Jones Target 2050 Fund Investor Class	WFQGX		Other	0	0.93%

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