Fox Investment 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 AMCAP Fund Class R-6	RAFGX	D	U.S. Large Cap	20	0.37%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Fidelity Small Cap Index	FSSNX	C++	U.S. Small Cap	31	0.05%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	20	0.45%
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class I	MSSGX	A++	U.S. Micro Cap - Growth	36	1.04%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I	MPEGX	A--	U.S. Mid Cap - Growth	36	0.7%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	27	0.52%
AllianzGI NFJ Small-Cap Value Fund Institutional Class	PSVIX	F++	U.S. Small Cap - Value	30	0.77%
Global & Intl. Equity
First Eagle Overseas Fund Class I	SGOIX	F++	International Small Cap	13	0.9%
Fidelity Global ex U.S. Index	FSGGX	A	International Large Cap	18	0.1%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Plan Class	MWTSX	B-	Bond - Multi Sector	3	0.39%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	B+	U.S. Treasury - TIPS	4	0.44%

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