Advocate Health Care Network Retirement Savings Plan 401(K)

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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
Neuberger Berman Socially Responsive Fund Class R6	NRSRX	B	U.S. All Cap	15	0.62%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	16	0.04%
Vanguard Balanced Index Fund Institutional Shares	VBAIX	D	U.S. All Cap	10	0.08%
U.S. Equities - Growth
Principal LargeCap Growth Fund I Institutional Class	PLGIX	B--	U.S. All Cap - Growth	19	0.61%
U.S. Equities - Value
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	C++	U.S. Mid Cap - Value	17	0.74%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Global & Intl. Equity
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Principal Diversified Real Asset Fund Institutional Class	PDRDX	A++	International Small Cap	9	0.87%
Bonds
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Other
AMG GW&K U.S. Small Cap Growth Fund Class I	ATSIX		Other	0	1.06%

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