Audatex Holdings, Inc. Retirement 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
Schwab Target 2025 Fund	SWHRX	C	U.S. All Cap	11	0.74%
Schwab Target 2030 Fund	SWDRX	C	U.S. All Cap	13	0.77%
Schwab Target 2035 Fund	SWIRX	C	U.S. All Cap	15	0.82%
Schwab Target 2040 Fund	SWERX	C	U.S. All Cap	16	0.84%
Schwab Target 2045 Fund	SWMRX	C	U.S. All Cap	17	0.48%
Schwab Target 2050 Fund	SWNRX	C	U.S. All Cap	18	0.52%
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	21	0.09%
Schwab Target Retirement Income Fund		C	U.S. All Cap	7	0.55%
Schwab Target 2015 Fund	SWGRX	C	U.S. All Cap	8	0%
Schwab Target 2020 Fund	SWCRX	C	U.S. All Cap	8	0.68%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	B--	U.S. Mid Cap - Growth	25	0.51%
Harbor Capital Appreciation Fund Investor Class	HCAIX	F--	U.S. Large Cap - Growth	28	1.02%
U.S. Equities - Value
DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	B++	U.S. All Cap - Value	26	0.27%
Dreyfus Mid Cap Index Fund Investor Shares	PESPX	B++	U.S. Mid Cap - Value	27	0.5%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	31	0.37%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	36	0.37%
Global & Intl. Equity
DFA Large Cap International Portfolio Institutional Class	DFALX	B	International Large Cap	19	0.29%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A++	Emerging Markets	19	0.57%
Vanguard International Growth Fund Admiral Shares	VWILX	A++	Emerging Markets	23	0.35%
Dodge & Cox International Stock Fund	DODFX	B+	International Large Cap - Value	24	0.64%
Bonds
Morley Stable Value		C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares	VTAPX	B+	U.S. Treasury - TIPS	2	0.1%
Dodge & Cox Income Fund	DODIX	B-	Bond - U.S. Corporate	3	0.43%

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