Mayo 403(B) 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
Fidelity Freedom Index 2040 Fund Investor Class	FBIFX	C	U.S. All Cap	13	0.08%
Fidelity Freedom Index 2050 Fund Investor Class	FIPFX	C	U.S. All Cap	13	0.08%
American Funds Capital World Growth and Income Fund Class R-5	RWIFX	C	U.S. Large Cap	14	0.49%
Vanguard Health Care Fund Admiral Shares	VGHAX	D	U.S. Large Cap	14	0.3%
Dreyfus Global Stock Fund Class I	DGLRX	C	U.S. Large Cap	14	0.91%
The Hartford Capital Appreciation Fund Class Y	HCAYX	F	U.S. All Cap	15	0.7%
Vanguard Global Equity Fund Investor Shares	VHGEX	C	U.S. All Cap	15	0.61%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
TIAA-CREF Social Choice Equity Fund Institutional Class	TISCX	C	U.S. All Cap	15	0.18%
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	VITPX	D	U.S. All Cap	16	0.02%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	17	0.36%
Neuberger Berman Genesis Fund Trust Class	NBGEX	F+	U.S. Mid Cap	18	1.1%
Royce Pennsylvania Mutual Fund Investment Class	PENNX	B+	U.S. Small Cap	20	0.92%
Baron Growth Fund Institutional Shares	BGRIX	F+	U.S. Mid Cap	20	1.05%
Fidelity Freedom Index 2010 Fund Investor Class	FKIFX	C	U.S. All Cap	5	0.09%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
Fidelity Freedom Index 2020 Fund Investor Class	FPIFX	C	U.S. All Cap	7	0.09%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	C	U.S. All Cap	9	0.16%
Fidelity Freedom Index 2030 Fund Investor Class	FXIFX	C	U.S. All Cap	9	0.08%
Vanguard Wellington Fund Admiral Shares	VWENX	B	U.S. Large Cap	10	0.18%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-5	RNPFX	A--	U.S. All Cap - Growth	17	0.5%
American Funds The Growth Fund of America Class R-5	RGAFX	B--	U.S. All Cap - Growth	18	0.39%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
T. Rowe Price New Horizons Fund	PRNHX	C-	U.S. Mid Cap - Growth	20	0.8%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
Dodge & Cox Balanced Fund	DODBX	A++	U.S. All Cap - Value	12	0.53%
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
American Funds Washington Mutual Investors Fund Class R-5	RWMFX	D++	U.S. Mega Cap - Value	14	0.35%
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
Vanguard Windsor II Fund Admiral Shares	VWNAX	A++	U.S. Large Cap - Value	15	0.28%
Fidelity Dividend Growth Fund Class K	FDGKX	C++	U.S. Large Cap - Value	17	0.47%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	C++	U.S. Mid Cap - Value	18	0.65%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
T. Rowe Price New Era Fund	PRNEX	D++	U.S. All Cap - Value	19	0.66%
Oakmark Select Fund Class I	OAKLX	A++	U.S. All Cap - Value	20	1.01%
Vanguard Energy Fund Admiral Shares	VGELX	F++	U.S. All Cap - Value	22	0.32%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C++	U.S. Mega Cap - Value	5	0.18%
Specialty
TIAA-CREF Real Estate Securities Fund Retail Class	TCREX	B++	U.S. Real Estate	17	0.86%
Vanguard REIT Index Fund Institutional Shares	VGSNX	B++	U.S. Real Estate	18	0.08%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
T. Rowe Price International Discovery Fund	PRIDX	A-	International Large Cap - Growth	15	1.23%
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Fidelity Emerging Markets Index	FPADX	C	Emerging Markets	17	0.1%
Vanguard Precious Metals And Mining Fund Investor Shares	VGPMX	D++	International Small Cap	17	0.25%
T. Rowe Price New Asia Fund	PRASX	D	Emerging Markets	17	0.93%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Oakmark Global Fund Class I	OAKGX	A	International Large Cap - Value	19	1.13%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Bonds
PIMCO Low Duration Fund Administrative Class	PLDAX	C+	U.S. Treasury - TIPS	1	0.71%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
American Funds Capital World Bond Fund Class R-4	RCWEX	D+	Bond - Emerging Market	3	0.88%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%
Other
Vanguard Long-Term Bond Index Fund Investor Shares	VBLTX		Other	0	0.2%
GMO Emerging Countries Fund Class M	GECMX		Other	0	1.47%
MainStay ICAP Select Equity Fund Class I	ICSLX		Other	0	0.9%

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