Citadel Llc Retirement Savings 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 Funds 2035 Target Date Retirement Fund Class R-6	RFFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	C	U.S. All Cap	13	0%
American Funds 2060 Target Date Retirement Fund Class R-6	RFUTX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Janus Enterprise Fund Class N	JDMNX	F+	U.S. Mid Cap	16	0.68%
American Funds 2010 Target Date Retirement Fund Class R-6	RFTTX	B	U.S. All Cap	6	0%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
American Funds 2015 Target Date Retirement Fund Class R-6	RFJTX	B	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Baron Asset Fund Institutional Class	BARIX	C-	U.S. Mid Cap - Growth	19	1.05%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Wells Fargo Small Company Growth Fund - Class R6	WSCRX	A--	U.S. Small Cap - Growth	20	0.9%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
Wells Fargo Special Mid Cap Value Fund - Class R6	WFPRX	C++	U.S. Mid Cap - Value	18	0.81%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6	JVMRX	D++	U.S. Mid Cap - Value	20	0.8%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Fidelity Strategic Real Return Fund	FSRRX	A++	U.S. Real Estate	5	0.75%
Global & Intl. Equity
First Eagle Global Fund Class I	SGIIX	C++	International Small Cap	12	0.88%
Fidelity International Small Cap Fund	FISMX	A++	International Small Cap	12	1.31%
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Wells Fargo Emerging Markets Equity Fund - Class R6	EMGDX	C	Emerging Markets	18	1.17%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Loomis Sayles Core Plus Bond Fund Class N	NERNX	C	Bond - U.S. Corporate	3	0.44%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Fidelity Inflation - Protected Bond Index	FIPDX	C+	U.S. Treasury - TIPS	4	0.05%
Other
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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