Tidewell Hospice Retirement 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
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	C	U.S. Large Cap	14	0.45%
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	15	0.31%
Columbia Large Cap Index Fund Class Z	NINDX	C	U.S. Large Cap	15	0.2%
Vanguard Wellington Fund Admiral Shares	VWENX	B	U.S. Large Cap	10	0.18%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	D-	U.S. Mid Cap - Growth	21	0.51%
U.S. Equities - Value
American Funds American Mutual Fund Class R-6	RMFGX	D++	U.S. Mega Cap - Value	12	0.31%
Columbia Mid Cap Index Fund Class Z	NMPAX	D++	U.S. Mid Cap - Value	19	0.2%
Vanguard Selected Value Fund Investor Shares	VASVX	F++	U.S. Mid Cap - Value	23	0.43%
Columbia Small Cap Index Fund Class Z	NMSCX	B++	U.S. Small Cap - Value	23	0.2%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	C+	U.S. Treasury - TIPS	4	0.44%
Prudential High-Yield Fund Class Z	PHYZX	A++	Bond - U.S. High Yield	4	0.58%

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