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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 Capital World Growth and Income Fund Class R-6	RWIGX	C	U.S. Large Cap	14	0.45%
U.S. Equities - Growth
AMG TimesSquare Mid Cap Growth Fund Class I	TMDIX	B-	U.S. Mid Cap - Growth	18	1.04%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. All Cap - Growth	25	0.65%
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class I	MSSGX	A	U.S. Micro Cap - Growth	33	1.04%
U.S. Equities - Value
Dodge & Cox Balanced Fund	DODBX	A++	U.S. All Cap - Value	12	0.53%
Artisan Mid Cap Value Fund Investor Class	ARTQX	C++	U.S. Mid Cap - Value	18	1.2%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Vanguard Financials Index Fund Admiral Shares	VFAIX	B++	U.S. All Cap - Value	22	0.14%
Boston Partners Small Cap Value Fund II Institutional Class	BPSIX	B++	U.S. Small Cap - Value	23	1.29%
Global & Intl. Equity
BlackRock International Index Fund Class K Shares	BTMKX	B-	International Large Cap	14	0.3%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Other
Schwab Value Advantage Money Fund Investor Shares	SWVXX		Other	0	0%

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