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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 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
U.S. Equities - Value
Fidelity Advisor Financial Services Fund Class A	FAFDX	C++	U.S. All Cap - Value	25	1.21%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Invesco Van Kmpn Trst Fr Invst Grd Mncpl	VGM	A	Bond - U.S. Corporate	7	0%
Other
First Trust Value Line 100 Exchange-Traded Fund	FVL		Other	0	0.7%

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