Msci Inc. 401(K) 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
Schwab Target 2035 Index	swyfx	C	U.S. All Cap	11	0%
Schwab Target 2040 Index	swygx	C	U.S. All Cap	12	0%
Schwab Target 2045 Index	swyhx	C	U.S. All Cap	12	0%
Schwab Target 2050 Index	swymx	C	U.S. All Cap	13	0%
Schwab Target 2055 Index	swyjx	C	U.S. All Cap	13	0%
Schwab Target 2060 Index	swynx	C	U.S. All Cap	14	0%
Northern Global Sustainability Index Fund	NSRIX	C	U.S. Large Cap	14	0.3%
WF/Blackrock S&P500 Index CIT F		C	U.S. Large Cap	15	0.09%
Schwab Target 2010 Index	swyax	C	U.S. Large Cap	6	0%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
Schwab Target 2015 Index	swybx	C	U.S. All Cap	6	0%
Schwab Target 2020 Index	swylx	C	U.S. All Cap	6	0%
Schwab Target 2025 Index	swydx	C	U.S. All Cap	8	0%
Schwab Target 2030 Index	swyex	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
U.S. Equities - Value
WF/MFS Value CIT F		C++	U.S. Mega Cap - Value	14	0.67%
WF/Blackrock S&P MidCap Index CIT F		D++	U.S. Mid Cap - Value	19	0.15%
Vanguard S&P Small-Cap 600 Index I		B++	U.S. Small Cap - Value	23	0.15%
Specialty
Invesco Real Estate Fund R5 Class	IARIX	C++	U.S. Real Estate	17	0.88%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	D++	International Small Cap	14	0.12%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Northern Emerging Markets Equity Index Fund	NOEMX	C	Emerging Markets	17	0.3%
Oppenheimer International Bond Fund Class Y	OIBYX	F++	International Small Cap	7	0.74%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
WF/Dodge & Cox Intermediate Bond CIT F		C	Bond - U.S. Corporate	3	0.43%
WF/Blackrock US Aggregate Bond Index CIT F		C-	Bond - Multi Sector	3	0.08%

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