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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
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares	JNSIX	C	U.S. All Cap	11	0.04%
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares	JSMIX	C	U.S. All Cap	13	0.04%
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares	SRJIX	B	U.S. All Cap	15	0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	B	U.S. All Cap	17	0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	B	U.S. All Cap	18	0.04%
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares	JFFIX	B	U.S. All Cap	18	1.42%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	B	U.S. All Cap	19	0.04%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
JPMorgan SmartRetirement Income Fund Class Institutional Shares	JSIIX	B	U.S. All Cap	7	0.02%
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares	JTTIX	B	U.S. All Cap	8	0.03%
U.S. Equities - Growth
Fidelity Puritan Fund	FPURX	A--	U.S. All Cap - Growth	14	0.57%
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	23	0.56%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
Lord Abbett Developing Growth Fund Class I	LADYX	A--	U.S. Mid Cap - Growth	32	0.76%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	21	0.68%
BlackRock Equity Dividend Fund Institutional Shares	MADVX	C++	U.S. All Cap - Value	22	0.72%
Artisan Mid Cap Value Fund Investor Class	ARTQX	B++	U.S. Mid Cap - Value	29	1.2%
Fidelity Small Cap Discovery Fund	FSCRX	A++	U.S. Mid Cap - Value	30	1.01%
Global & Intl. Equity
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	17	0.78%
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
Harbor International Fund Institutional Class	HAINX	A	International Large Cap	19	0.74%
Columbia Acorn International Fund Class Z	ACINX	A-	International Large Cap - Growth	19	0.93%
Oppenheimer Developing Markets Fund Class Y	ODVYX	D++	Emerging Markets	20	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Long - Term Treasury Bond Index	FNBGX	D--	U.S. Treasury - Long	13	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Other
JPMorgan SmartRetirement 2015 Fund Institutional Class Shares	JSFIX		Other	0	0.03%

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