Healthequity Inc 401(K) Profit Sharing 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 2020 Fund Investor Shares	VTWNX	F	U.S. All Cap	10	0.17%
American Funds American Balanced Fund Class R-6	RLBGX	C	U.S. Large Cap	12	0.29%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	12	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	13	0.18%
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	14	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	16	0.19%
Vanguard Target Retirement 2060 Fund Investor Shares	VTTSX	C	U.S. All Cap	17	0.18%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	17	0.19%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	17	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	17	0.19%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	21	0.05%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	6	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	F	U.S. Large Cap	8	0.17%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	24	0.09%
T. Rowe Price Institutional Large Cap Core Growth Fund	TPLGX	F--	U.S. Large Cap - Growth	25	0.6%
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A+	U.S. Small Cap - Growth	27	0.1%
U.S. Equities - Value
American Beacon Large Cap Value Fund Class Institutional	AADEX	B++	U.S. All Cap - Value	26	0.58%
Fidelity Select Materials Portfolio	FSDPX	A++	U.S. Mid Cap - Value	26	0.82%
Vanguard Materials Index Fund Admiral Shares	VMIAX	B++	U.S. Mid Cap - Value	27	0.14%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	A++	U.S. Mid Cap - Value	28	0.32%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	31	0.37%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	D+	U.S. Mega Cap - Value	8	0.18%
Specialty
Van Eck CM Commodity Index I	COMIX	A++	Commodities	16	0.65%
Vanguard REIT Index Fund Admiral Shares	VGSLX	C--	U.S. Real Estate	27	0.1%
T. Rowe Price Real Estate Fund	TRREX	C--	U.S. Real Estate	31	0.79%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	A	International Large Cap	18	0.14%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C++	Emerging Markets	19	0.15%
American Funds New World Fund Class R-6	RNWGX	B++	Emerging Markets	19	0.65%
Bonds
Schwab Money Market Sweep Fund		C	U.S. Cash / Money Market	0	0%
PIMCO Commodity Real Return Strategy Instl.		F+	U.S. Treasury - TIPS	13	0.55%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	B-	Bond - U.S. Corporate	2	0.5%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Goldman Sachs Inflation Protected Securities Fund Institutional	GSIPX	C+	U.S. Treasury - TIPS	4	0.29%
Other
PIMCO International StocksPLUS AR Strategy Fund (U.S. Dollar-Hedged) Class B	PIPBX		Other	0	1.9%

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