Philadelphia Insurance Companies 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
Wells Fargo Dow Jones Target 2035 Fund - Class Admin	WFQWX	C	U.S. All Cap	10	0.75%
Wells Fargo Dow Jones Target 2040 Fund - Class Admin	WFLWX	C	U.S. All Cap	11	0.76%
Wells Fargo Dow Jones Target 2045 Fund - Class Admin	WFQYX	C	U.S. All Cap	12	0.75%
Wells Fargo Dow Jones Target 2050 Fund - Class Admin	WFQDX	C	U.S. All Cap	13	0.75%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
JPMorgan U.S. Equity Fund Select Class	JUESX	D	U.S. Large Cap	16	0.79%
Royce Pennsylvania Mutual Fund Investment Class	PENNX	B+	U.S. Small Cap	20	0.92%
Wells Fargo Dow Jones Target Today Fund - Class Admin	WFLOX	D	U.S. All Cap	5	0.69%
Wells Fargo Dow Jones Target 2010 Fund - Class Admin	WFLGX	D	U.S. All Cap	6	0.71%
Wells Fargo Dow Jones Target 2020 Fund - Class Admin	WFLPX	C	U.S. All Cap	6	0.74%
Wells Fargo Dow Jones Target 2025 Fund - Class Admin	WFTRX	C	U.S. All Cap	7	0.74%
Wells Fargo Dow Jones Target 2015 Fund - Class Admin	WFFFX	D	U.S. All Cap	8	0.72%
American Funds American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	9	0.65%
Wells Fargo Dow Jones Target 2030 Fund - Class Admin	WFLIX	C	U.S. All Cap	9	0.75%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Columbia Acorn Fund Class Z	ACRNX	D-	U.S. Mid Cap - Growth	21	0.78%
Invesco Small Cap Growth Fund R5 Class	GTSVX	A--	U.S. Small Cap - Growth	25	0.83%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
T. Rowe Price Mid-Cap Value Fund	TRMCX	C++	U.S. Mid Cap - Value	18	0.8%
Perkins Small Cap Value Fund Class I	JSCOX	F++	U.S. Small Cap - Value	22	0.74%
Specialty
Cohen & Steers Realty Shares Fund	CSRSX	B++	U.S. Real Estate	18	0.97%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
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
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West High Yield Bond Fund Class Institutional	MWHIX	C++	Bond - U.S. High Yield	3	0.55%
JPMorgan Government Bond Fund Select Class	HLGAX	C-	U.S. Treasury - Intermediate	3	0.47%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	C+	U.S. Treasury - TIPS	4	0.44%
Other
Fidelity Strategic Income Fund	FSICX		Other	0	0.69%

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