Orange Lake Retirement 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
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
U.S. Equities - Growth
Loomis Sayles Small Cap Growth Fund Institutional Class	LSSIX	C--	U.S. Small Cap - Growth	21	0.94%
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. All Cap - Growth	25	0.65%
U.S. Equities - Value
Vanguard Windsor II Fund Admiral Shares	VWNAX	A++	U.S. Large Cap - Value	15	0.28%
Vanguard Windsor Fund Admiral Shares	VWNEX	C++	U.S. All Cap - Value	18	0.27%
JPMorgan Mid Cap Value Fund Institutional Class	FLMVX	C++	U.S. Mid Cap - Value	19	0.74%
Prudential QMA Small-Cap Value Fund Class Z	TASVX	C++	U.S. Small Cap - Value	30	0.67%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%

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