Schwab OneSource Mutual Funds - Morningstar Ranked 4 & 5 Star

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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice: Name Ticker Action Date   Wells Fargo Advantage Municipal Bond Fund Investor Class SXFIX was added by bmurphy 1/16/2014 Remove Wells Fargo Advantage Short-Term Municipal Bond Fund Investor Class STSMX was added by bmurphy 1/16/2014 Remove Wells Fargo Advantage Wisconsin Tax-Free Fund Investor Class SWFRX was added by bmurphy 1/16/2014 Remove Western Asset Core Bond Fund Class FI WAPIX was added by bmurphy 1/16/2014 Remove Western Asset Core Plus Bond Fund Class FI WACIX was added by bmurphy 1/16/2014 Remove Western Asset Managed Municipals Fund Class A SHMMX was added by bmurphy 1/16/2014 Remove William Blair Low Duration Fund Class N WBLNX was added by bmurphy 1/16/2014 Remove TCW Total Return Bond Fund Class N TGMNX was added by bmurphy 1/16/2014 Remove Thompson Bond Fund THOPX was added by bmurphy 1/16/2014 Remove TIAA-CREF Equity Index Fund Retail Class TINRX was added by bmurphy 1/16/2014 Remove TIAA-CREF Large-Cap Growth Fund Retail Class TIRTX was added by bmurphy 1/16/2014 Remove TIAA-CREF Mid-Cap Value Fund Retail Class TCMVX was added by bmurphy 1/16/2014 Remove TIAA-CREF Social Choice Equity Fund Retail Class TICRX was added by bmurphy 1/16/2014 Remove Touchstone Ultra Short Duration Fixed Income Fund Class Z TSDOX was added by bmurphy 1/16/2014 Remove Victory INCORE Fund for Income Class A IPFIX was added by bmurphy 1/16/2014 Remove Villere Balanced Fund Investor Class VILLX was added by bmurphy 1/16/2014 Remove Wasatch Heritage Growth Fund WAHGX was added by bmurphy 1/16/2014 Remove Wells Fargo Advantage Intermediate Tax/AMT-Free Fund Investor Class SIMBX was added by bmurphy 1/16/2014 Remove Schwab Target 2030 Fund SWDRX was added by bmurphy 1/16/2014 Remove Schwab Target 2035 Fund SWIRX was added by bmurphy 1/16/2014 Remove Schwab Target 2040 Fund SWERX was added by bmurphy 1/16/2014 Remove Schwab Total Stock Market Index Fund SWTSX was added by bmurphy 1/16/2014 Remove Scout Core Plus Bond Fund Class Y SCPYX was added by bmurphy 1/16/2014 Remove Sentinel Total Return Bond Fund Class A SATRX was added by bmurphy 1/16/2014 Remove Sit Balanced Fund SIBAX was added by bmurphy 1/16/2014 Remove Sit Minnesota Tax-Free Income Fund SMTFX was added by bmurphy 1/16/2014 Remove Sit U.S. Government Securities Fund SNGVX was added by bmurphy 1/16/2014 Remove Sound Shore Fund Investor Class SSHFX was added by bmurphy 1/16/2014 Remove TCW Core Fixed Income Fund Class N TGFNX was added by bmurphy 1/16/2014 Remove RidgeWorth Seix U.S. Government Securities Ultra-Short Bond Fund Class I SIGVX was added by bmurphy 1/16/2014 Remove Schwab 1000 Index Fund SNXFX was added by bmurphy 1/16/2014 Remove Schwab Dividend Equity Fund SWDSX was added by bmurphy 1/16/2014 Remove Schwab Fundamental US Large Company Index Fund SFLNX was added by bmurphy 1/16/2014 Remove Schwab Fundamental US Small Company Index Fund SFSNX was added by bmurphy 1/16/2014 Remove Schwab GNMA Fund SWGSX was added by bmurphy 1/16/2014 Remove Schwab Health Care Fund SWHFX was added by bmurphy 1/16/2014 Remove Schwab S&P 500 Index Fund SWPPX was added by bmurphy 1/16/2014 Remove Schwab Target 2020 Fund SWCRX was added by bmurphy 1/16/2014 Remove Schwab Target 2025 Fund SWHRX was added by bmurphy 1/16/2014 Remove PIMCO StocksPLUS Fund Class D PSPDX was added by bmurphy 1/16/2014 Remove PIMCO Total Return Fund Class D PTTDX was added by bmurphy 1/16/2014 Remove Pioneer Bond Fund Class A PIOBX was added by bmurphy 1/16/2014 Remove Principal High Yield Fund Class A CPHYX was added by bmurphy 1/16/2014 Remove Principal Income Fund Class A CMPIX was added by bmurphy 1/16/2014 Remove Putnam American Government Income Fund Class A PAGVX was added by bmurphy 1/16/2014 Remove Putnam Income Fund Class A PINCX was added by bmurphy 1/16/2014 Remove Putnam U.S. Government Income Fund Class A PGSIX was added by bmurphy 1/16/2014 Remove RidgeWorth Seix High Income Fund I Shares STHTX was added by bmurphy 1/16/2014 Remove RidgeWorth Seix Investment Grade Tax-Exempt Bond Fund Class I STTBX was added by bmurphy 1/16/2014 Remove RidgeWorth Ceredex Large Cap Value Equity Fund I Shares STVTX was added by bmurphy 1/16/2014 Remove PIMCO Foreign Bond (Unhedged) Fund Class D PFBDX was added by bmurphy 1/16/2014 Remove PIMCO Foreign Bond (US Dollar-Hedged) Fund Class D PFODX was added by bmurphy 1/16/2014 Remove PIMCO GNMA Fund Class D PGNDX was added by bmurphy 1/16/2014 Remove PIMCO High Yield Spectrum Fund Class D PHSDX was added by bmurphy 1/16/2014 Remove PIMCO Income Fund Class D PONDX was added by bmurphy 1/16/2014 Remove PIMCO StocksPLUS International Fund (Unhedged) Class D PPUDX was added by bmurphy 1/16/2014 Remove PIMCO Low Duration Fund Class D PLDDX was added by bmurphy 1/16/2014 Remove PIMCO Real Return Fund Class D PRRDX was added by bmurphy 1/16/2014 Remove PIMCO Short-Term Fund Class D PSHDX was added by bmurphy 1/16/2014 Remove PIMCO StocksPLUS Absolute Return Fund Class D PSTDX was added by bmurphy 1/16/2014 Remove Nuveen Mid Cap Index Fund Class A FDXAX was added by bmurphy 1/16/2014 Remove Nuveen Strategic Income Fund Class A FCDDX was added by bmurphy 1/16/2014 Remove Oakmark Equity And Income Fund Class I OAKBX was added by bmurphy 1/16/2014 Remove Oakmark Fund Class I OAKMX was added by bmurphy 1/16/2014 Remove Oakmark Select Fund Class I OAKLX was added by bmurphy 1/16/2014 Remove Parnassus Fund PARNX was added by bmurphy 1/16/2014 Remove Parnassus Core Equity Fund - Investor Shares PRBLX was added by bmurphy 1/16/2014 Remove Payden Emerging Markets Bond Fund Advisor Class PYEWX was added by bmurphy 1/16/2014 Remove Payden GNMA Fund Advisor Class PYGWX was added by bmurphy 1/16/2014 Remove Performance Trust Strategic Bond Fund PTIAX was added by bmurphy 1/16/2014 Remove Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class A MSEGX was added by bmurphy 1/16/2014 Remove Neuberger Berman Genesis Fund Investor Class NBGNX was added by bmurphy 1/16/2014 Remove Nicholas Fund NICSX was added by bmurphy 1/16/2014 Remove Northern Arizona Tax-Exempt Fund NOAZX was added by bmurphy 1/16/2014 Remove Northern California Tax-Exempt Fund NCATX was added by bmurphy 1/16/2014 Remove Nuveen All-American Municipal Bond Fund Class A FLAAX was added by bmurphy 1/16/2014 Remove Nuveen California High Yield Municipal Bond Fund Class A NCHAX was added by bmurphy 1/16/2014 Remove Nuveen High Yield Municipal Bond Fund Class A NHMAX was added by bmurphy 1/16/2014 Remove Nuveen Limited Term Municipal Bond Fund Class A FLTDX was added by bmurphy 1/16/2014 Remove AMG GW&K Enhanced Core Bond Fund Class N MFDAX was added by bmurphy 1/16/2014 Remove AMG Managers Loomis Sayles Bond Fund Class S MGFIX was added by bmurphy 1/16/2014 Remove AMG Managers Amundi Intermediate Government Fund Class S MGIDX was added by bmurphy 1/16/2014 Remove AMG Managers Amundi Short Duration Government Fund Class S MGSDX was added by bmurphy 1/16/2014 Remove Metropolitan West Intermediate Bond Fund Class M MWIMX was added by bmurphy 1/16/2014 Remove Metropolitan West Low Duration Bond Fund Class M MWLDX was added by bmurphy 1/16/2014 Remove Metropolitan West Total Return Bond Fund Class M MWTRX was added by bmurphy 1/16/2014 Remove Metropolitan West Ultra Short Bond Fund Class M MWUSX was added by bmurphy 1/16/2014 Remove Morgan Stanley Focus Growth Fund Class A AMOAX was added by bmurphy 1/16/2014 Remove Laudus U.S. Large Cap Growth Fund LGILX was added by bmurphy 1/16/2014 Remove Legg Mason BW Global Opportunities Bond Fund Class FI GOBFX was added by bmurphy 1/16/2014 Remove Loomis Sayles Bond Fund Retail Class LSBRX was added by bmurphy 1/16/2014 Remove Lord Abbett AMT Free Municipal Bond Fund Class A LATAX was added by bmurphy 1/16/2014 Remove Lord Abbett High Yield Fund Class A LHYAX was added by bmurphy 1/16/2014 Remove Lord Abbett Income Fund Class A LAGVX was added by bmurphy 1/16/2014 Remove Lord Abbett National Tax Free Income Fund Class A LANSX was added by bmurphy 1/16/2014 Remove Lord Abbett Short Duration Income Fund Class A LALDX was added by bmurphy 1/16/2014 Remove Lord Abbett Total Return Fund Class A LTRAX was added by bmurphy 1/16/2014 Remove Janus High-Yield Fund Class T JAHYX was added by bmurphy 1/16/2014 Remove Janus Research Fund Class T JAMRX was added by bmurphy 1/16/2014 Remove Janus Short Term Bond Fund Class T JASBX was added by bmurphy 1/16/2014 Remove Janus Triton Fund Class T JATTX was added by bmurphy 1/16/2014 Remove Janus Venture Fund Class T JAVTX was added by bmurphy 1/16/2014 Remove JPMorgan Limited Duration Bond Fund Class A ONUAX was added by bmurphy 1/16/2014 Remove JPMorgan U.S. Equity Fund Class A JUEAX was added by bmurphy 1/16/2014 Remove INTECH U.S. Managed Volatility Fund II Class T JDRTX was added by bmurphy 1/16/2014 Remove INTECH U.S. Managed Volatility Fund Class T JRSTX was added by bmurphy 1/16/2014 Remove Janus Balanced Fund Class T JABAX was added by bmurphy 1/16/2014 Remove Janus Enterprise Fund Class T JAENX was added by bmurphy 1/16/2014 Remove Janus Flexible Bond Fund Class T JAFIX was added by bmurphy 1/16/2014 Remove Janus Global Allocation Fund – Moderate Class T JSPMX was added by bmurphy 1/16/2014 Remove Janus Global Bond Fund Class T JHBTX was added by bmurphy 1/16/2014 Remove Janus Global Life Sciences Fund Class T JAGLX was added by bmurphy 1/16/2014 Remove Janus Henderson Global Research T JAWWX was added by bmurphy 1/16/2014 Remove Frost Total Return Bond Fund Investor Class Shares FATRX was added by bmurphy 1/16/2014 Remove Glenmede Large Cap Core Portfolio GTLOX was added by bmurphy 1/16/2014 Remove Glenmede Large Cap Growth Portfolio GTLLX was added by bmurphy 1/16/2014 Remove Glenmede Small Cap Equity Portfolio Class Advisor GTCSX was added by bmurphy 1/16/2014 Remove Goldman Sachs Strategic Income Fund Class A Shares GSZAX was added by bmurphy 1/16/2014 Remove Harbor Capital Appreciation Fund Investor Class HCAIX was added by bmurphy 1/16/2014 Remove Hennessy Gas Utility Fund Investor Class GASFX was added by bmurphy 1/16/2014 Remove Voya Corporate Leaders Trust Fund Series B LEXCX was added by bmurphy 1/16/2014 Remove INTECH U.S. Core Fund Class T JRMSX was added by bmurphy 1/16/2014 Remove Dreyfus Small Cap Stock Index Fund Investor Shares DISSX was added by bmurphy 1/16/2014 Remove Deutsche Managed Municipal Bond Fund Class A SMLAX was added by bmurphy 1/16/2014 Remove Deutsche Fixed Income Opportunities Fund Class A SDUAX was added by bmurphy 1/16/2014 Remove Eaton Vance High Income Opportunities Fund Class A ETHIX was added by bmurphy 1/16/2014 Remove Federated Mid-Cap Index Fund Service Shares FMDCX was added by bmurphy 1/16/2014 Remove Federated Short-Term Income Fund Institutional Shares FSTIX was added by bmurphy 1/16/2014 Remove Federated Short-Intermediate Duration Municipal Trust Institutional Shares FSHIX was added by bmurphy 1/16/2014 Remove Federated Total Return Bond Fund Service Shares FTRFX was added by bmurphy 1/16/2014 Remove Federated U.S. Government Securities Fund 2-5 Year Institutional Shares FIGTX was added by bmurphy 1/16/2014 Remove Commerce National Tax Free Intermediate Bond Fund CFNLX was added by bmurphy 1/16/2014 Remove Commerce Short Term Government Fund CFSTX was added by bmurphy 1/16/2014 Remove Commerce Value Fund CFVLX was added by bmurphy 1/16/2014 Remove Delaware Corporate Bond Fund Class A DGCAX was added by bmurphy 1/16/2014 Remove Delaware Diversified Income Fund Class A DPDFX was added by bmurphy 1/16/2014 Remove Diamond Hill Large Cap Fund Class A DHLAX was added by bmurphy 1/16/2014 Remove DoubleLine Core Fixed Income Fund Class N DLFNX was added by bmurphy 1/16/2014 Remove DoubleLine Total Return Bond Fund Class N DLTNX was added by bmurphy 1/16/2014 Remove Dreyfus Mid Cap Index Fund Investor Shares PESPX was added by bmurphy 1/16/2014 Remove BMO TCH Core Plus Bond Fund Class Y MCYBX was added by bmurphy 1/16/2014 Remove BMO TCH Corporate Income Fund Class Y MCIYX was added by bmurphy 1/16/2014 Remove Brown Advisory Growth Equity Fund Investor Shares BIAGX was added by bmurphy 1/16/2014 Remove Buffalo Discovery Fund BUFTX was added by bmurphy 1/16/2014 Remove Buffalo Flexible Income Fund BUFBX was added by bmurphy 1/16/2014 Remove Cohen & Steers Realty Shares Fund CSRSX was added by bmurphy 1/16/2014 Remove Commerce Bond Fund CFBNX was added by bmurphy 1/16/2014 Remove Commerce Missouri Tax Free Intermediate Bond Fund CFMOX was added by bmurphy 1/16/2014 Remove Baird Core Plus Bond Fund Class Investor BCOSX was added by bmurphy 1/16/2014 Remove BlackRock Equity Dividend Fund Investor A Shares MDDVX was added by bmurphy 1/16/2014 Remove BlackRock Multi-Asset Income Portfolio Investor A Shares BAICX was added by bmurphy 1/16/2014 Remove BlackRock National Municipal Fund Investor A Shares MDNLX was added by bmurphy 1/16/2014 Remove BlackRock US Mortgage Portfolio Investor A Shares BMPAX was added by bmurphy 1/16/2014 Remove BMO Mortgage Income Fund Class Y MRGIX was added by bmurphy 1/16/2014 Remove BMO Intermediate Tax Free Fund Class Y MITFX was added by bmurphy 1/16/2014 Remove BMO Short Term Income Advisor Fund Class Y MSINX was added by bmurphy 1/16/2014 Remove American Century Investments One Choice 2050 Portfolio Investor Class ARFVX was added by bmurphy 1/16/2014 Remove American Century Investments One Choice Portfolio: Aggressive Investor Class AOGIX was added by bmurphy 1/16/2014 Remove American Century Short Duration Inflation Protection Bond Fund Investor Class APOIX was added by bmurphy 1/16/2014 Remove American Century Strategic Allocation: Conservative Fund Investor Class TWSCX was added by bmurphy 1/16/2014 Remove American Century Ultra Fund Investor Class TWCUX was added by bmurphy 1/16/2014 Remove American Century Zero Coupon 2020 Fund Investor Class BTTTX was added by bmurphy 1/16/2014 Remove American Century Zero Coupon 2025 Fund Investor Class BTTRX was added by bmurphy 1/16/2014 Remove Artisan Value Fund Investor Class ARTLX was added by bmurphy 1/16/2014 Remove Ave Maria Rising Dividend Fund AVEDX was added by bmurphy 1/16/2014 Remove American Century Balanced Fund Investor Class TWBIX was added by bmurphy 1/16/2014 Remove American Century California High Yield Municipal Fund Investor Class BCHYX was added by bmurphy 1/16/2014 Remove American Century California Intermediate-Term Tax-Free Bond Fund Investor Class BCITX was added by bmurphy 1/16/2014 Remove American Century Disciplined Growth Fund Investor Class ADSIX was added by bmurphy 1/16/2014 Remove American Century Equity Growth Fund Investor Class BEQGX was added by bmurphy 1/16/2014 Remove American Century Investments Ginnie Mae Fund Investor Class BGNMX was added by bmurphy 1/16/2014 Remove American Century Heritage Fund Investor Class TWHIX was added by bmurphy 1/16/2014 Remove American Century Investments One Choice 2045 Portfolio Investor Class AROIX was added by bmurphy 1/16/2014 Remove US Cash / Money Market USCASH was added by bmurphy 1/16/2014 Remove Aberdeen Total Return Bond Fund Class A BJBGX was added by bmurphy 1/16/2014 Remove American Beacon Balanced Fund Investor Class AABPX was added by bmurphy 1/16/2014 Remove American Beacon Large Cap Value Fund Investor Class AAGPX was added by bmurphy 1/16/2014 Remove American Century All Cap Growth Fund Investor Class TWGTX was added by bmurphy 1/16/2014 Remove

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