Concordia Retirement

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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 Balanced Index Fund Institutional Shares	VBAIX	D	U.S. All Cap	13	0.08%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	D	U.S. Large Cap	21	0.02%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares	VIEIX	A+	U.S. Small Cap - Growth	27	0.08%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	A	International Large Cap	18	0.12%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Core Bond Fund Class R6	JCBUX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%
Fidelity Inflation - Protected Bond Index	FIPDX	C+	U.S. Treasury - TIPS	4	0.05%

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