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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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Oppenheimer Main Street Fund Class Y	MIGYX	C	U.S. Large Cap	15	0.61%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Victory Diversified Stock Fund Class I	VDSIX	D	U.S. All Cap	17	0.82%
Davis New York Venture Fund Class Y	DNVYX	A	U.S. All Cap	17	0.64%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
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 Institutional Shares	APHSX	F-	U.S. Mid Cap - Growth	25	1.06%
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 Institutional Class	AVUAX	D++	U.S. All Cap - Value	16	0.8%
Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class	NBRVX	A++	U.S. Mid Cap - Value	21	1.09%
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%
PIMCO Low Duration Fund Institutional Class	PTLDX	C+	U.S. Treasury - TIPS	1	0.46%
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%
Harbor Bond Fund Institutional Class	HABDX	B-	Bond - Multi Sector	3	0.53%
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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