The Estee Lauder Companies 401(K) Savings 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
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	C	U.S. All Cap	11	0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	C	U.S. All Cap	13	0.04%
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	B	U.S. All Cap	15	0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	B	U.S. All Cap	17	0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	B	U.S. All Cap	18	0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares	JFFIX	B	U.S. All Cap	18	1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	B	U.S. All Cap	19	0.04%
S&P 500 Index Fund (Non-Lending)		C	U.S. Large Cap	21	0.05%
DFA Global Equity Portfolio Institutional Class	DGEIX	B++	U.S. Mid Cap	21	0.31%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	21	0.16%
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	B	U.S. All Cap	7	0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	B	U.S. All Cap	8	0.03%
U.S. Equities - Growth
Fidelity Growth Company Fund Class K	FGCKX	A--	U.S. All Cap - Growth	27	0.71%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	27	0.52%
Bonds
Vanguard Federal Money Market Fund Investor Shares	VMFXX	C	U.S. Cash / Money Market	0	0%
SSgA U.S. Short-term Government/Credit Bond Index NL		C	U.S. Cash / Money Market	0	0%
Loomis Sayles Core Plus Bond Fund Class A	NEFRX	B-	Bond - Multi Sector	3	0.79%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%

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