Peloton Interactive, Inc. Retirement Trust

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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 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	B	U.S. All Cap	16	0.19%
JPMorgan U.S. Small Company Fund Class R6	JUSMX	C+	U.S. Small Cap	24	0.75%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
BNY Small/Mid-Cap Growth Fund Class Y		A--	U.S. Small Cap - Growth	18	1.17%
Janus Venture Fund Class N	JVTNX	B--	U.S. Small Cap - Growth	19	0.69%
Alger Spectra Fund Class Z	ASPZX	F--	U.S. All Cap - Growth	23	0.98%
U.S. Equities - Value
Vanguard Dividend Growth Fund Investor Shares	VDIGX	C++	U.S. Mega Cap - Value	13	0.31%
American Beacon Bridgeway Large Cap Value Fund Institutional Class	BRLVX	C++	U.S. All Cap - Value	16	0.84%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	22	0.37%
American Beacon Mid Cap Value Fund Institutional Class	AACIX	C++	U.S. Mid Cap - Value	23	0.98%
Victory Integrity Small-Cap Value Fund Class R6	MVSSX	C++	U.S. Small Cap - Value	28	1.07%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Oppenheimer International Growth Fund Class I	OIGIX	B-	International Large Cap - Growth	16	0.72%
American Beacon International Equity Fund Institutional Class	AAIEX	B	International Large Cap - Value	18	0.71%
Columbia Emerging Markets Fund Class Y Shares	CEKYX	B	Emerging Markets	19	1.31%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Core Bond Fund Class R6	JCBUX	B-	Bond - Multi Sector	3	0.4%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%
BlackRock High Yield Bond Portfolio Class K	BRHYX	B++	Bond - U.S. High Yield	4	0.54%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%

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