401(K) Savings And Retirement Plan Sponsored By Natixis Global Asset Mgmt

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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 Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	17	0.36%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Gateway Fund Class Y Shares	GTEYX	C	U.S. Large Cap	7	0.7%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Loomis Sayles Growth Fund Class Y	LSGRX	B--	U.S. All Cap - Growth	18	0.77%
Loomis Sayles Small Cap Growth Fund Institutional Class	LSSIX	C--	U.S. Small Cap - Growth	21	0.94%
Artisan Mid Cap Fund Institutional Class	APHMX	D-	U.S. Mid Cap - Growth	21	0.96%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
Oakmark Fund Class I	OAKMX	A++	U.S. All Cap - Value	19	0.95%
Oakmark Select Fund Class I	OAKLX	A++	U.S. All Cap - Value	20	1.01%
Loomis Sayles Small Capital Value Fund Institutional Class	LSSCX	B++	U.S. Small Cap - Value	21	0.9%
The Delafield Fund	DEFIX	B++	U.S. Small Cap - Value	23	1.2%
Specialty
Natixis Funds Trust IV AEW Real Estate Fund Class Y	NRFYX	A++	U.S. Real Estate	15	1.1%
Global & Intl. Equity
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Natixis Funds Trust II ASG Global Alternatives Fund Class Y	GAFYX	D++	International Small Cap	6	1.32%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	Bond - U.S. Mortgages	1	0.1%
Loomis Sayles Core Plus Bond Fund Class Y	NERYX	C	Bond - U.S. Corporate	3	0.54%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Loomis Sayles Bond Fund Institutional Class	LSBDX	A	Bond - U.S. Corporate	4	0.63%

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