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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-4	RDFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-4	RDGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-4	RDHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-4	RDITX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-4	RDJTX	C	U.S. All Cap	13	0%
American Funds 2060 Target Date Retirement Fund Class R-4	RDKTX	C	U.S. All Cap	13	0%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
American Funds 2015 Target Date Retirement Fund Class R-4	RDBTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-4	RDCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-4	RDDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-4	RDETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
Hartford Small Cap Growth HLS Fund Class IA	HISCX	D--	U.S. Small Cap - Growth	23	0.67%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
American Beacon Mid Cap Value Fund Class A	ABMAX	C++	U.S. Mid Cap - Value	23	1.49%
Nuveen Small Cap Value Fund Class A	FSCAX	C++	U.S. Small Cap - Value	25	1.46%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
John Hancock Income Fund Class A	JHFIX	D++	Bond - U.S. High Yield	3	0.86%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%

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