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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
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	C	U.S. All Cap	11	0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	C	U.S. All Cap	13	0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	C	U.S. All Cap	14	0.04%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	C	U.S. All Cap	14	0.04%
MFS Massachusetts Investors Growth Stock Fund Class R4	MIGKX	C-	U.S. Mega Cap	15	0.5%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
Vanguard Mid-Cap Index Fund Investor Shares	VIMSX	C+	U.S. Mid Cap	16	0.24%
Vanguard Small Capitalization Index Fund Investor Shares	NAESX	B+	U.S. Small Cap	19	0.24%
Prudential Jennison Natural Resources Fund Class Z	PNRZX	A+	U.S. Small Cap	27	0.87%
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	C	U.S. All Cap	5	0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	C	U.S. All Cap	6	0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	C	U.S. All Cap	8	0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	C	U.S. All Cap	9	0.04%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
Janus Triton Fund Class I	JSMGX	B--	U.S. Small Cap - Growth	19	0.76%
Vanguard Growth Index Fund Investor Shares	VIGRX	C--	U.S. Large Cap - Growth	20	0.24%
Prudential Jennison Mid Cap Growth Fund Class Z	PEGZX	D-	U.S. Mid Cap - Growth	22	0.77%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	D++	U.S. Mega Cap - Value	14	0.3%
Vanguard Mid-Cap Value Index Fund Investor Shares	VMVIX	D++	U.S. Mid Cap - Value	18	0.24%
Vanguard Small Capitalization Value Index Fund Investor Shares	VISVX	B++	U.S. Small Cap - Value	22	0.24%
Specialty
Vanguard REIT Index Fund Investor Shares	VGSIX	B++	U.S. Real Estate	18	0.24%
Global & Intl. Equity
First Eagle Overseas Fund Class I	SGOIX	D++	International Small Cap	10	0.9%
Vanguard Total International Stock Index Fund Investor Shares	VGTSX	D++	International Small Cap	14	0.22%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C-	U.S. Treasury - Short / Intermediate	1	0.1%
AB Global Bond Fund Advisor Class	ANAYX	C	Bond - U.S. Corporate	2	0.63%
Vanguard Intermediate-Term Treasury Fund Investor Shares	VFITX	C-	U.S. Treasury - Short / Intermediate	2	0.2%
PIMCO Total Return Fund Class P	PTTPX	B-	Bond - Multi Sector	3	0.56%
Vanguard Total Bond Market Index Fund Investor Shares	VBMFX	C-	Bond - Multi Sector	3	0.2%
PIMCO Real Return Fund Class P	PRLPX	C+	U.S. Treasury - TIPS	4	0.55%
Prudential High-Yield Fund Class Z	PHYZX	A++	Bond - U.S. High Yield	4	0.58%
Other
Vanguard FTSE All-World ex-US Index Fund Investor Shares	VFWIX		Other	0	0.3%
JPMorgan SmartRetirement 2015 Fund Institutional Class Shares	JSFIX		Other	0	0.03%

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