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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
MFS Moderate Allocation Fund Class R3	MAMHX	C	U.S. All Cap	11	0.33%
MFS Growth Allocation Fund Class R3	MAGEX	C	U.S. All Cap	15	0.34%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	F--	U.S. Large Cap - Growth	25	1%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	18	0.77%
AB Discovery Value Fund Advisor Class	ABYSX	B++	U.S. Small Cap - Value	33	0.93%
Global & Intl. Equity
MFS International New Discovery Fund Class A	MIDAX	F++	International Small Cap	15	1.39%
DFA Emerging Markets Core Equity Portfolio Institutional Class	DFCEX	A++	Emerging Markets	18	0.63%
Transamerica International Equity I	TSWIX	A	Europe	20	1.02%
Bonds
Goldman Sachs Government Income Fund Class A Shares	GSGOX	C--	U.S. Treasury - Intermediate / Long	3	0.92%
Wells Fargo Core Bond Fund - Class R4	MBFRX	B-	Bond - Multi Sector	3	0.52%

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