Augusta Health Care 403B 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
American Century Investments One Choice 2045 Portfolio Investor Class	AROIX	C	U.S. All Cap	11	0.2%
American Century Investments One Choice 2050 Portfolio Investor Class	ARFVX	C	U.S. All Cap	11	0.2%
American Funds Fundamental Investors Class R-4	RFNEX	C	U.S. Large Cap	15	0.66%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Dreyfus Opportunistic Midcap Value Fund Class I	DVLIX	D+	U.S. Mid Cap	17	0.97%
American Century Investments One Choice In Retirement Portfolio Investor Class	ARTOX	C	U.S. All Cap	6	0.2%
American Century Investments One Choice 2025 Portfolio Investor Class	ARWIX	C	U.S. All Cap	7	0.2%
American Century Investments One Choice 2030 Portfolio Investor Class	ARCVX	C	U.S. All Cap	8	0%
American Century Investments One Choice 2035 Portfolio Investor Class	ARYIX	C	U.S. All Cap	9	0.2%
American Century Investments One Choice 2040 Portfolio Investor Class	ARDVX	C	U.S. All Cap	10	0.2%
U.S. Equities - Growth
Fidelity Growth Discovery Fund	FDSVX	C--	U.S. All Cap - Growth	19	0.81%
Columbia Acorn Fund Class Z	ACRNX	D-	U.S. Mid Cap - Growth	21	0.78%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
Artisan Mid Cap Value Fund Investor Class	ARTQX	C++	U.S. Mid Cap - Value	18	1.2%
T. Rowe Price Capital Appreciation Fund	PRWCX	B++	U.S. Mega Cap - Value	10	0.71%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
American Century Investments Capital Preservation Fund Investor Class	CPFXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
BlackRock High Yield Bond Portfolio Institutional Shares	BHYIX	B++	Bond - U.S. High Yield	4	0.6%
Other
Vanguard Developed Markets Index Fund Investor Shares	VDMIX		Other	0	0.2%
American Century One Choice 2015 Portfolio Investor Class	ARFIX		Other	0	0.2%
Columbia Disciplined Small Core Fund Class Z	SMCEX		Other	0	1.11%
American Century Investments One Choice 2020 Portfolio Investor Class	ARBVX		Other	0	0.2%

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