Optum Bank HSA Mutual Fund

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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 LifeStrategy Growth Fund Investor Shares	VASGX	C	U.S. All Cap	11	0.17%
Schwab Target 2040 Index	swygx	C	U.S. All Cap	12	0%
Schwab Target 2050 Index	swymx	C	U.S. All Cap	13	0%
American Funds Capital World Growth and Income Fund Class F-2	WGIFX	C	U.S. Large Cap	14	0.54%
Schwab Target 2060 Index	swynx	C	U.S. All Cap	14	0%
Vanguard Health Care Fund Admiral Shares	VGHAX	D	U.S. Large Cap	14	0.3%
Vanguard Global Equity Fund Investor Shares	VHGEX	C	U.S. All Cap	15	0.61%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
John Hancock Fundamental Large Cap Core Fund Class I	JLVIX	B	U.S. All Cap	17	0.8%
Neuberger Berman Genesis Fund Institutional Class	NBGIX	F+	U.S. Mid Cap	18	0.85%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B+	U.S. Small Cap	19	0.08%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	C	U.S. All Cap	6	0.15%
Schwab Target 2020 Index	swylx	C	U.S. All Cap	6	0%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	C	U.S. All Cap	9	0.16%
Schwab Target 2030 Index	swyex	C	U.S. All Cap	9	0%
Vanguard Wellington Fund Admiral Shares	VWENX	B	U.S. Large Cap	10	0.18%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares	VIEIX	A--	U.S. Small Cap - Growth	20	0.08%
T. Rowe Price Blue Chip Growth I	TBCIX	D--	U.S. Large Cap - Growth	21	0%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
BlackRock Equity Dividend K	mkdvx	C++	U.S. All Cap - Value	16	0%
Specialty
Vanguard REIT Index Fund Institutional Shares	VGSNX	B++	U.S. Real Estate	18	0.08%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
Vanguard Treasury Money Market Fund Investor Shares	VUSXX	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	Bond - U.S. Mortgages	1	0.1%
Vanguard Short-Term Investment-Grade Fund Institutional Shares	VFSIX	B-	Bond - Multi Sector	1	0.07%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%
Lord Abbett High Yield Fund Class F	LHYFX	B++	Bond - U.S. High Yield	4	0.85%

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