Hcr Manorcare Retirement Savings 401(K) 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
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	C	U.S. All Cap	11	0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	C	U.S. All Cap	13	0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	C	U.S. All Cap	14	0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares	JFFIX	C	U.S. All Cap	14	1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	C	U.S. All Cap	14	0.04%
Fidelity Total Market Index	FSKAX	C	U.S. All Cap	16	0.05%
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	C	U.S. All Cap	5	0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	C	U.S. All Cap	6	0.03%
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	C	U.S. All Cap	8	0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	C	U.S. All Cap	9	0.04%
U.S. Equities - Growth
William Blair Mid Cap Growth Fund Class I	WCGIX	F-	U.S. Mid Cap - Growth	18	1.1%
JPMorgan Large Cap Growth Fund Class R6	JLGMX	F--	U.S. All Cap - Growth	23	0.67%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Global & Intl. Equity
Fidelity Global ex U.S. Index	FSGGX	A-	International Large Cap	14	0.1%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
Vanguard Federal Money Market Fund Investor Shares	VMFXX	C	U.S. Cash / Money Market	0	0%
Baird Short-Term Bond Fund Institutional Class	BSBIX	C	U.S. Treasury - Short	1	0.3%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
BTC Total Return		C-	Bond - Multi Sector	3	0.07%

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