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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
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Rice Hall James Small Cap Portfolio Institutional Class	RHJMX	B+	U.S. Small Cap	20	1.41%
U.S. Equities - Growth
Congress Mid Cap Growth Fund Institutional Class	IMIDX	A-	U.S. Mid Cap - Growth	18	0.75%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
Fidelity Blue Chip Value Fund	FBCVX	C++	U.S. Large Cap - Value	15	0.62%
DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	C++	U.S. All Cap - Value	18	0.27%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Specialty
Vanguard REIT Index Fund Institutional Shares	VGSNX	B++	U.S. Real Estate	18	0.08%
Global & Intl. Equity
Dreyfus International Bond Fund Class Y	DIBYX	F++	International Small Cap	6	0.74%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares	VTSPX	B+	U.S. Treasury - TIPS	2	0.07%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Other
Government Portfolio	FRGXX		Other	0	0%

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