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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 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard LifeStrategy Growth Fund Investor Shares	VASGX	C	U.S. All Cap	11	0.17%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	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%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
ClearBridge Aggressive Growth Fund Class IS	LSIFX	D	U.S. All Cap	18	0.73%
Victory Munder Mid-Cap Core Growth Fund Class R6	MGOSX	F+	U.S. Mid Cap	19	0.89%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	C	U.S. All Cap	6	0.15%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	C	U.S. All Cap	9	0.16%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-6	RLLGX	A-	U.S. Mid Cap - Growth	16	0.72%
Eagle Small Cap Growth Fund Class R6	HSRUX	D--	U.S. Small Cap - Growth	23	0.68%
Vanguard LifeStrategy Income Fund Investor Shares	VASIX	C--	U.S. All Cap - Growth	4	0.13%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	D++	U.S. Mega Cap - Value	14	0.3%
Prudential QMA Mid Cap Value Fund Class Q	PMVQX	C++	U.S. Mid Cap - Value	24	0.96%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Specialty
DFA Global Real Estate Securities Portfolio	DFGEX	B++	U.S. Real Estate	15	0.32%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Vanguard International Explorer Fund Investor Shares	VINEX	C++	International Small Cap	15	0.36%
American Funds New World Fund Class R-6	RNWGX	A	Emerging Markets	16	0.65%
Bonds
PIMCO Income Fund Class A	PONAX	A+	Bond - Emerging Market	2	0.85%
American Funds The Bond Fund of America Class R-6	RBFGX	B-	Bond - Multi Sector	3	0.26%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%

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