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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 Freedom Index 2050 Instl Prem	ffopx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2060 Instl Prem	fflex	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2055 Instl Prem	ffldx	C	U.S. All Cap	13	0%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Fidelity Freedom Index 2020 Instl Prem	fiwtx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2025 Instl Prem	ffedx	C	U.S. All Cap	8	0%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class I	MEFZX	B-	U.S. Mid Cap - Growth	17	0.73%
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
Vanguard Extended Market Index Fund Institutional Shares	VIEIX	A--	U.S. Small Cap - Growth	20	0.08%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
JPMorgan Mid Cap Value Fund Institutional Class	FLMVX	C++	U.S. Mid Cap - Value	19	0.74%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Plan Class	MWTSX	B-	Bond - Multi Sector	3	0.39%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%

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