Coa Trust 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
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	12	0.18%
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	14	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	17	0.19%
American Funds AMCAP Fund Class R-6	RAFGX	D	U.S. Large Cap	20	0.37%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	21	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	F	U.S. Large Cap	8	0.17%
U.S. Equities - Growth
JPMorgan Mid Cap Growth Fund Class R6	JMGMX	A--	U.S. Mid Cap - Growth	25	0.74%
Eagle Small Cap Growth Fund Class I	HSIIX	F+	U.S. Small Cap - Growth	28	0.79%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C+	U.S. Mega Cap - Value	21	0.21%
T. Rowe Price Mid-Cap Value Fund	TRMCX	A++	U.S. Mid Cap - Value	26	0.8%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	C++	U.S. Small Cap - Value	33	0.98%
Specialty
Van Eck CM Commodity Index I	COMIX	A++	Commodities	16	0.65%
Invesco Real Estate Fund R5 Class	IARIX	F--	U.S. Real Estate	27	0.88%
VanEck International Investors Gold Fund Class Y	INIYX	A--	Gold	39	1.2%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	A	International Large Cap	18	0.14%
T. Rowe Price International Discovery Fund	PRIDX	A-	International Large Cap - Growth	18	1.23%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
Lazard Emerging Markets Equity Portfolio Open Shares	LZOEX	B++	Emerging Markets	19	1.37%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Dreyfus Bond Market Index Fund Class I	DBIRX	C-	Bond - Multi Sector	3	0.15%
Templeton Global Bond Fund Advisor Class	TGBAX	C--	U.S. Treasury - Intermediate	4	0.61%
Prudential Total Return Bond Fund Class Q	PTRQX	B-	Bond - Multi Sector	4	0.52%
Principal High Yield Fund Institutional Class	PHYTX	B++	Bond - U.S. High Yield	6	0.58%

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