Wilmer Cutler Pickering Hale And Dorr Llp Savings And 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%
Amana Mutual Funds Trust Growth Fund Investor	AMAGX	D-	U.S. Mega Cap	18	1.09%
The Hartford MidCap Fund Class Y	HMDYX	F+	U.S. Mid Cap	18	0.77%
U.S. Equities - Growth
Oppenheimer Global Fund Class Fund Class Y	OGLYX	A--	U.S. All Cap - Growth	18	0.92%
Artisan Mid Cap Fund Investor Class	ARTMX	D-	U.S. Mid Cap - Growth	21	1.22%
Ivy Small Cap Growth Fund Class Y	WSCYX	B--	U.S. Small Cap - Growth	23	1.3%
Touchstone Sands Capital Select Growth Fund Class Z	PTSGX	F-	U.S. Mid Cap - Growth	27	0%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
Invesco Equity and Income Fund R5 Class	ACEKX	C++	U.S. All Cap - Value	13	0.47%
MFS Value Fund Class R3	MEIHX	C++	U.S. Mega Cap - Value	14	0.91%
FMI Large Cap Fund	FMIHX	D++	U.S. Large Cap - Value	14	0.96%
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
American Century Mid Cap Value Fund Investor Class	ACMVX	D++	U.S. All Cap - Value	17	1%
Touchstone Small Cap Institutional Class	TSFIX	F++	U.S. Mid Cap - Value	20	0.94%
Victory Global Natural Resources Fund Class A	RSNRX	A++	U.S. Small Cap - Value	36	1.43%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
MFS International New Discovery Fund Class R3	MIDHX	D++	International Small Cap	12	1.39%
Tweedy, Browne Global Value Fund	TBGVX	A+	Europe	12	1.37%
Acadian Emerging Markets Portfolio Institutional Class	AEMGX	A	Emerging Markets	16	1.48%
Hancock Horizon Diversified International Fund Investor Class	HHDAX	A	International Large Cap - Value	17	1.47%
Aberdeen Emerging Markets Fund Institutional Class	ABEMX	B	Emerging Markets	18	1.1%
Causeway International Value Fund Class Institutional	CIVIX	B	International Large Cap - Value	20	0.95%
Loomis Sayles Global Bond Fund Institutional Class	LSGBX	D++	International Small Cap	4	0.75%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Wells Fargo Short Duration Government Bond Fund - Class Inst	WSGIX	C	Bond - U.S. Mortgages	1	0.42%
PIMCO Unconstrained Bond Fund Institutional Class	PFIUX	B++	Bond - U.S. High Yield	2	0.9%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
AllianzGI High Yield Bond Fund Institutional Class	AYBIX	B++	Bond - U.S. High Yield	4	0.62%
BlackRock Inflation Protected Bond Fund Class K	BPLBX	C+	U.S. Treasury - TIPS	4	0.32%
Franklin Emerging Market Debt Opportunities Fund	FEMDX	A+	Bond - Emerging Market	5	1%
Other
AllianzGI Micro Cap Fund Institutional Class	AMCIX		Other	0	1.54%
GRT Value Fund Class Advisor	GRTVX		Other	0	1.3%

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