Bank of Tokyo - HSA

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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
American Funds 2035 Target Date Retirement Fund Class R-6	RFFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
Parnassus Mid Cap Fund	PARMX	F+	U.S. Mid Cap	15	1.14%
Oppenheimer Main Street Mid Cap Fund Class A	OPMSX	C+	U.S. Mid Cap	15	1.12%
Victory Diversified Stock Fund Class A	SRVEX	D	U.S. All Cap	17	1.08%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
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%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	8	0%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	C	U.S. All Cap	9	0.16%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
JPMorgan Large Cap Growth Fund Select Class	SEEGX	F--	U.S. All Cap - Growth	23	0.91%
Artisan Small Cap Fund Investor Shares	ARTSX	F-	U.S. Mid Cap - Growth	25	1.25%
U.S. Equities - Value
Schwab Fundamental US Large Company Index Fund	SFLNX	A++	U.S. All Cap - Value	16	0.35%
American Century Mid Cap Value Fund Investor Class	ACMVX	D++	U.S. All Cap - Value	17	1%
JPMorgan Small Cap Value Fund Select Class	PSOPX	C++	U.S. Small Cap - Value	27	0.99%
Global & Intl. Equity
Thornburg International Value Fund Class I	TGVIX	A+	Europe	14	0.86%
Vanguard Developed Markets Index Fund Admiral Shares	VTMGX	A-	International Large Cap	14	0.09%
Harbor International Fund Institutional Class	HAINX	A-	International Large Cap	15	0.74%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C	Emerging Markets	17	0.15%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Investment-Grade Fund Investor Shares	VFSTX	B-	Bond - Multi Sector	1	0.2%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%
Other
Vanguard Dividend Appreciation Index Fund Investor Shares	VDAIX		Other	0	0.2%
Vanguard Long-Term Bond Index Fund Investor Shares	VBLTX		Other	0	0.2%
AMG Managers Amundi Intermediate Government Fund Class S	MGIDX		Other	0	0.91%

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