Katten Muchin Rosenman Llp Defined Contribution Plan

Portfolios Funds Ratings Plan Information

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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 Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
RBC Small Cap Core Fund Class I	RCSIX	F+	U.S. Small Cap	23	0.9%
Schwab Small Cap Index Fund	SWSSX	C+	U.S. Small Cap	23	0.17%
Schwab Target 2030 Fund	SWDRX	C	U.S. All Cap	10	0.77%
U.S. Equities - Growth
Fidelity Growth Company	FDGRX	B--	U.S. All Cap - Growth	23	0.83%
U.S. Equities - Value
DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	C++	U.S. All Cap - Value	18	0.27%
Global & Intl. Equity
Vanguard Developed Markets Index Instl	VTMNX	A-	International Large Cap	14	0.07%
Schwab International Index Fund	SWISX	B-	International Large Cap	14	0.19%
Schwab Fundamental International Small Company Index Fund	SFILX	C++	International Small Cap	14	0.47%
Oppenheimer International Growth Fund Class I	OIGIX	B-	International Large Cap - Growth	16	0.72%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
DoubleLine Core Fixed Income Fund Class I	DBLFX	B-	Bond - Multi Sector	2	0.48%
Prudential Global Total Return Fund Class Z	PZTRX	C	Bond - U.S. Corporate	5	0.98%

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