Box, Inc. 401(k) Plan

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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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2060 Fund	TRRLX	C	U.S. All Cap	14	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
T. Rowe Price Balanced Fund	RPBAX	C	U.S. All Cap	10	0.6%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class R5	MGRFX	B-	U.S. Mid Cap - Growth	17	0.86%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund	PRDSX	D--	U.S. Small Cap - Growth	20	0.82%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R6	OIEJX	C++	U.S. Mega Cap - Value	15	0.53%
Victory Sycamore Established Value Fund Class A	VETAX	C++	U.S. Mid Cap - Value	19	1.04%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Specialty
Cohen & Steers Realty Shares L		B++	U.S. Real Estate	18	0.35%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
John Hancock Disciplined Value International Fund Class R6	JDIUX	A	International Large Cap - Value	16	0%
Bonds
Morley Stable Value		C	U.S. Cash / Money Market	0	0%
PGIM Total Return Bond R6		C	Bond - U.S. Corporate	4	1.1%

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