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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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard LifeStrategy Moderate Growth Fund Investor Shares	VSMGX	C	U.S. All Cap	12	0.16%
Vanguard Wellington Fund Admiral Shares	VWENX	C	U.S. Large Cap	13	0.18%
Vanguard LifeStrategy Growth Fund Investor Shares	VASGX	C	U.S. All Cap	15	0.17%
American Funds Capital World Growth and Income Fund Class F-1	CWGFX	B	U.S. Large Cap	17	0.82%
Vanguard Health Care Fund Admiral Shares	VGHAX	F-	U.S. Mega Cap	17	0.3%
Vanguard Global Equity Fund Investor Shares	VHGEX	B	U.S. All Cap	20	0.61%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	21	0.05%
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%
John Hancock Fundamental Large Cap Core Fund Class A	TAGRX	B	U.S. All Cap	24	1.1%
Neuberger Berman Genesis Fund Institutional Class	NBGIX	C++	U.S. Mid Cap	24	0.85%
Victory Munder Mid-Cap Core Growth Fund Class A	MGOAX	D++	U.S. Mid Cap	25	1.32%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares	VSCGX	C	U.S. All Cap	8	0.15%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund	TRBCX	F--	U.S. Large Cap - Growth	25	0.74%
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A+	U.S. Small Cap - Growth	27	0.1%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C+	U.S. Mega Cap - Value	21	0.21%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	21	0.79%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	C++	U.S. All Cap - Value	22	0.99%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	C--	U.S. Real Estate	27	0.1%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A	ODMAX	D++	Emerging Markets	20	1.35%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Class A	PTLAX	B-	Bond - Multi Sector	1	0.8%
PIMCO GNMA Fund Class A	PAGNX	B	Bond - U.S. Mortgages	2	0.9%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Lord Abbett High Yield Fund Class A	LHYAX	A++	Bond - U.S. High Yield	7	0.95%
Other
JPMorgan Prime Money Market Fund Premier Class	VPMXX		Other	0	0%

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