Kikunavi 401 (k)

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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 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Specialty
Fidelity Real Estate Investment Portfolio	FRESX	B++	U.S. Real Estate	17	0.8%
Global & Intl. Equity
PIMCO Short-Term Fund Institutional Class	PTSHX	C-	Pacific ex-Japan	1	0.45%
PIMCO Global Bond (Unhedged) Fund Institutional Class	PIGLX	D++	International Small Cap	4	0.55%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%

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