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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
Health Care Select Sector SPDR Fund	XLV	B	U.S. Large Cap	14	0.17%
Consumer Discretionary Select Sector SPDR Fund	XLY	F	U.S. All Cap	18	0.17%
U.S. Equities - Growth
Technology Select Sector SPDR Fund	XLK	D--	U.S. Large Cap - Growth	23	0.17%
U.S. Equities - Value
Consumer Staples Select Sector SPDR Fund	XLP	D++	U.S. Mega Cap - Value	12	0.17%
iShares US Telecommunications ETF	IYZ	D++	U.S. Large Cap - Value	14	0.45%
Industrial Select Sector SPDR Fund	XLI	D++	U.S. All Cap - Value	18	0.17%
Materials Select Sector SPDR Fund	XLB	D++	U.S. All Cap - Value	20	0.17%
Financial Select Sector SPDR Fund	XLF	B++	U.S. All Cap - Value	21	0.17%
Alerian MLP ETF	AMLP	A++	U.S. Small Cap - Value	33	0.85%
Energy Select Sector SPDR Fund	XLE	B++	U.S. Small Cap - Value	37	0.17%
Specialty
Utilities Select Sector SPDR Fund	XLU	F++	U.S. Real Estate	17	0.17%
iShares US Real Estate ETF	IYR	C++	U.S. Real Estate	17	0.45%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%

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