Apple, Inc. 401k 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
LifePath Index 2025 O		C	U.S. All Cap	11	0.75%
LifePath Index 2030 O		B	U.S. All Cap	13	1%
LifePath Index 2035 O		B	U.S. All Cap	15	0.38%
LifePath Index 2040 O		B	U.S. All Cap	17	0.68%
LifePath Index 2065 O		C	U.S. All Cap	17	0%
LifePath Index 2045 O		B	U.S. All Cap	18	0.38%
LifePath Index 2050 O		B	U.S. All Cap	19	0.71%
LifePath Index 2055 O		B	U.S. All Cap	19	0.38%
LifePath Index 2060 Account		C	U.S. All Cap	19	0%
LifePath Index Retirement O		B	U.S. All Cap	9	0.75%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	22	0.66%
William Blair Small-Mid Cap Growth Fund Class I	WSMDX	C+	U.S. Small Cap - Growth	25	1.1%
Vanguard Extended Market Index Fund Institutional Plus Shares	VEMPX	A+	U.S. Small Cap - Growth	27	0.06%
Specialty
Voya Clarion Global Real Estate Sec Trust Fd. Cl 2		A--	U.S. Real Estate	23	0.89%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Plus Shares	VTPSX	A	International Large Cap	18	0.1%
Bonds
Stable Value Fund		C	U.S. Cash / Money Market	0	0%
Loomis Sayles Core Plus Bond Fund Class Y	NERYX	C-	Bond - U.S. Corporate	3	0.54%
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	C-	Bond - Multi Sector	3	0.05%

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