Tomkins Companies

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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
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	15	0.31%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B+	U.S. Small Cap	19	0.08%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
T. Rowe Price New America Growth Fund	PRWAX	A--	U.S. All Cap - Growth	18	0.81%
Columbia Acorn Fund Class Z	ACRNX	D-	U.S. Mid Cap - Growth	21	0.78%
U.S. Equities - Value
Dodge & Cox Balanced Fund	DODBX	A++	U.S. All Cap - Value	12	0.53%
Artisan Mid Cap Value Fund Investor Class	ARTQX	C++	U.S. Mid Cap - Value	18	1.2%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Global & Intl. Equity
Harbor International Fund Institutional Class	HAINX	A-	International Large Cap	15	0.74%
PIMCO All Asset Fund Institutional Class	PAAIX	A++	International Small Cap	8	0.07%
Bonds
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Other
Schwab U.S. Treasury Money Fund	SWUXX		Other	0	0%

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