Palo Alto Research Center 401(K) 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 American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	12	0.65%
Ivy Asset Strategy Fund Class Y	WASYX	B	U.S. All Cap	14	0.96%
Amana Mutual Funds Trust Income Fund Investor	AMANX	C	U.S. All Cap	18	1.14%
Franklin Rising Dividends Fund Class A	FRDPX	D	U.S. All Cap	20	0.93%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	21	0.05%
Franklin Growth Series Class A	FKGRX	D-	U.S. Mega Cap	22	0.91%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Mid Cap	24	1.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
U.S. Equities - Growth
Parnassus Fund	PARNX	B--	U.S. Mid Cap - Growth	24	0.86%
Oak Ridge Small Cap Growth Fund Class A	ORIGX	C+	U.S. Small Cap - Growth	25	1.4%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	A--	U.S. Mid Cap - Growth	26	1.07%
Fidelity Advisor Technology Fund Class A	FADTX	B--	U.S. Large Cap - Growth	29	1.14%
U.S. Equities - Value
JPMorgan Equity Income Fund Class A	OIEIX	C+	U.S. Mega Cap - Value	21	1.04%
JPMorgan Small Cap Value Fund Class A	PSOAX	C++	U.S. Small Cap - Value	36	1.24%
Victory Global Natural Resources Fund Class A	RSNRX	A++	U.S. Small Cap - Value	44	1.43%
Xerox Corp	XRX	F++	U.S. Mid Cap - Value	53	0%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	D--	U.S. Real Estate	26	1.25%
Wells Fargo Precious Metals Fund - Class A	EKWAX	A--	Gold	39	1.09%
Global & Intl. Equity
PIMCO All Asset Fund Administrative Class	PAALX	A++	International Small Cap	10	0.32%
MFS International New Discovery Fund Class R3	MIDHX	F++	International Small Cap	15	1.39%
MFS International Value Fund Class R3	MINGX	C-	International Large Cap - Growth	15	1.08%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	19	0.84%
Oppenheimer Developing Markets Fund Class A	ODMAX	D++	Emerging Markets	20	1.35%
Oppenheimer International Bond Fund Class A	OIBAX	F++	International Small Cap	9	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
PIMCO Real Return Fund Administrative Class	PARRX	C+	U.S. Treasury - TIPS	4	0.7%
Loomis Sayles Bond Fund Institutional Class	LSBDX	C++	Bond - U.S. High Yield	5	0.63%
Ivy High Income Fund Class A	WHIAX	A++	Bond - U.S. High Yield	7	0.93%
Other
LKCM Small Capital Equity Fund Advisor Class	LKSAX		Other	0	1.2%
PIMCO Mortgage-Backed Securities Fund Administrative Class	PMTAX		Other	0	0.75%

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