Disney Savings And Investment 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
BlackRock LifePath Index 2035 Fund Class K Shares	LIJKX	C	U.S. All Cap	11	0.15%
BlackRock LifePath Index 2040 Fund Class K Shares	LIKKX	C	U.S. All Cap	12	0.15%
BlackRock LifePath Index 2045 Fund Class K Shares	LIHKX	C	U.S. All Cap	13	0.15%
Frontier MFG Global Equity Fund Institutional Class	FMGEX	F-	U.S. Mega Cap	13	0.8%
Northern Global Sustainability Index Fund	NSRIX	C	U.S. Large Cap	14	0.3%
BlackRock LifePath Index 2050 Fund Class K Shares	LIPKX	C	U.S. All Cap	14	0.15%
BlackRock LifePath Index 2055 Fund Class K Shares	LIVKX	C	U.S. All Cap	14	0.15%
BlackRock LifePath Index 2060 Fund Class K	LIZKX	C	U.S. All Cap	14	0%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
Vanguard Mid-Cap Index Fund Institutional Plus Shares	VMCPX	C+	U.S. Mid Cap	16	0.06%
Vanguard Small-Cap Index Fund Institutional Plus Shares	VSCPX	B+	U.S. Small Cap	19	0.06%
Baron Growth Fund Institutional Shares	BGRIX	F+	U.S. Mid Cap	20	1.05%
BlackRock LifePath Index Retirement Fund Class K Shares	LIRKX	C	U.S. All Cap	6	0.14%
BlackRock LifePath Index 2025 Fund Class K Shares	LIBKX	C	U.S. All Cap	8	0.14%
BlackRock LifePath Index 2030 Fund Class K Shares	LINKX	C	U.S. All Cap	9	0.15%
U.S. Equities - Growth
Fidelity Capital Appreciation Fund Class K	FCAKX	A--	U.S. All Cap - Growth	18	0.63%
U.S. Equities - Value
Walt Disney Co	DIS	F++	U.S. Mega Cap - Value	32	0%
Global & Intl. Equity
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
BlackRock Emerging Markets Index - Unitized		D	Emerging Markets	19	0.67%
Bonds
Vanguard Treasury Money Market Fund Investor Shares	VUSXX	C	U.S. Cash / Money Market	0	0%
Vanguard Prime Money Market Fund Admiral Shares		C	U.S. Cash / Money Market	0	0%
BlackRock Total Return Fund Class K	MPHQX	B-	Bond - Multi Sector	3	0.61%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%

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