ATMI 401k

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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
Principal LifeTime Hybrid 2015 Fund Institutional Class	PHTMX	C	U.S. All Cap	10	0%
Principal LifeTime Hybrid 2020 Fund Institutional Class	PHTTX	C	U.S. All Cap	11	0%
Principal LifeTime Hybrid 2025 Fund Institutional Class	PHTQX	B	U.S. All Cap	13	0%
Principal LifeTime Hybrid 2030 Fund Institutional Class	PHTNX	B	U.S. All Cap	15	0%
Principal LifeTime Hybrid 2035 Fund Institutional Class	PHTJX	B	U.S. All Cap	16	0%
Principal LifeTime Hybrid 2040 Fund Institutional Class	PLTQX	B	U.S. All Cap	17	0%
Principal LifeTime Hybrid 2045 Fund Institutional Class	PHTYX	B	U.S. All Cap	18	0%
Principal LifeTime Hybrid 2050 Fund Institutional Class	PHTUX	B	U.S. All Cap	19	0%
Principal LifeTime Hybrid 2055 Fund Institutional Class	PLTNX	B	U.S. All Cap	19	0%
Principal LifeTime Hybrid 2060 Fund Institutional Class	PLTHX	B	U.S. All Cap	19	0%
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	D	U.S. Large Cap	21	0.16%
Principal LifeTime Hybrid Income Fund Institutional Class	PHTFX	C	U.S. All Cap	8	0%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	24	0.09%
Eagle Mid Cap Growth Fund Class R6	HRAUX	B--	U.S. Mid Cap - Growth	25	0.78%
Janus Triton Fund Class N	JGMNX	C+	U.S. Small Cap - Growth	25	0.68%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares	VVIAX	C+	U.S. Mega Cap - Value	22	0.09%
Wells Fargo Special Mid Cap Value Fund - Class R6	WFPRX	C++	U.S. Mid Cap - Value	26	0.81%
Principal MidCap S&P 400 Index Fund Institutional Class	MPSIX	B++	U.S. Mid Cap - Value	27	0.21%
Principal SmallCap S&P 600 Index Fund Institutional Class	PSSIX	C++	U.S. Small Cap - Value	33	0.21%
Principal SmallCap Value Fund II Institutional Class	PPVIX	C++	U.S. Small Cap - Value	34	0.98%
Specialty
Principal Real Estate Securities Fund Institutional Class	PIREX	C--	U.S. Real Estate	27	0.88%
Global & Intl. Equity
Principal Diversified International Fund Institutional Class	PIIIX	A-	International Large Cap - Growth	18	0.87%
DFA Emerging Markets Core Equity Portfolio Institutional Class	DFCEX	A++	Emerging Markets	18	0.63%
DFA International Core Equity Portfolio Institutional Class	DFIEX	D++	International Small Cap	19	0.39%
Vanguard International Growth Fund Admiral Shares	VWILX	A++	Emerging Markets	23	0.35%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class	PGBIX	B++	Bond - U.S. High Yield	2	0.55%
American Funds The Bond Fund of America Class R-6	RBFGX	B-	Bond - Multi Sector	3	0.26%
BlackRock U.S. Total Bond Index Fund Class K Shares	WFBIX	C-	Bond - Multi Sector	3	0.2%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Prudential High-Yield Fund Class Q	PHYQX	A++	Bond - U.S. High Yield	7	0.47%

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