Uc Health 401(K) 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
Principal LifeTime 2020 Fund Institutional Class	PLWIX	C	U.S. All Cap	10	0.04%
Principal LifeTime 2025 Fund Institutional Class	LTSTX	C	U.S. All Cap	12	0.04%
Principal LifeTime 2030 Fund Institutional Class	PMTIX	B	U.S. All Cap	14	0.04%
Principal LifeTime 2035 Fund Institutional Class	LTIUX	B	U.S. All Cap	15	0.04%
Principal LifeTime 2040 Fund Institutional Class	PTDIX	B	U.S. All Cap	16	0.04%
Principal LifeTime 2045 Fund Institutional Class	LTRIX	B	U.S. All Cap	18	0.05%
Principal LifeTime 2050 Fund Institutional Class	PPLIX	B	U.S. All Cap	18	0.04%
Principal LifeTime 2055 Fund Institutional Class	LTFIX	B	U.S. All Cap	19	0.09%
Principal LifeTime 2060 Fund Institutional Class	PLTZX	B	U.S. All Cap	19	0.47%
Neuberger Berman Socially Responsive Fund Trust Class	NBSTX	A	U.S. All Cap	20	1.04%
Principal LargeCap S&P 500 Index Fund R-5 Class	PLFPX	D	U.S. Large Cap	21	0.41%
Principal LifeTime Strategic Income Fund Institutional Class	PLSIX	C	U.S. All Cap	5	0.04%
Principal LifeTime 2010 Fund Institutional Class	PTTIX	C	U.S. All Cap	7	0.04%
Principal LifeTime 2015 Fund Institutional Class	LTINX	C	U.S. All Cap	8	0.04%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-4	RNPEX	A--	U.S. All Cap - Growth	20	0.8%
Principal SmallCap Growth Fund I R-5 Class	PPNPX	C+	U.S. Small Cap - Growth	27	1.32%
U.S. Equities - Value
Principal Equity Income Fund R-5 Class	PEIQX	C++	U.S. Large Cap - Value	21	0.77%
Eaton Vance Atlanta Capital SMID-Cap Fund Class A	EAASX	D++	U.S. Mid Cap - Value	26	1.25%
Principal MidCap Value Fund I R-5 Class	PABVX	B++	U.S. Mid Cap - Value	27	1.22%
Principal MidCap S&P 400 Index Fund R-5 Class	PMFPX	B++	U.S. Mid Cap - Value	27	0.42%
Principal SmallCap S&P 600 Index Fund R-5 Class	PSSPX	C++	U.S. Small Cap - Value	33	0.42%
Principal SmallCap Value Fund II R-5 Class	PLARX	D++	U.S. Small Cap - Value	34	1.23%
Global & Intl. Equity
Principal Diversified International Fund R-5 Class	PINPX	A-	International Large Cap - Growth	18	1.12%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Core Plus Bond Fund Class A	ONIAX	B-	Bond - Multi Sector	3	0.75%
Principal Core Plus Bond Fund R-5 Class	PBMPX	C-	Bond - U.S. Corporate	3	0.78%
Principal Inflation Protection Fund R-5 Class	PBPPX	C+	U.S. Treasury - TIPS	4	0.66%
Principal High Yield Fund I Institutional Class	PYHIX	B++	Bond - U.S. High Yield	6	0.65%

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