Froedtert Hospital

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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
American Funds American Balanced Fund Class R-6	RLBGX	C	U.S. Large Cap	12	0.29%
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	19	0.31%
Vanguard Institutional Index Fund Institutional Shares	VINIX	D	U.S. Large Cap	21	0.04%
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	C	U.S. All Cap	21	0.04%
T. Rowe Price Institutional Mid-Cap Equity Growth Fund	PMEGX	D++	U.S. Mid Cap	23	0.61%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	22	0.66%
Vanguard Small-Cap Growth Index Fund Institutional Shares	VSGIX	C+	U.S. Small Cap - Growth	26	0.08%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C+	U.S. Mega Cap - Value	21	0.21%
Perkins Mid Cap Value Fund Class S	JMVIX	F++	U.S. Mid Cap - Value	24	0.99%
Oakmark Institutional		A++	U.S. All Cap - Value	27	0.95%
JPMorgan Mid Cap Value Fund Class C	JCMVX	D++	U.S. Mid Cap - Value	28	1.74%
Columbia Small Cap Value Fund II Class Z	NSVAX	A++	U.S. Small Cap - Value	34	1.04%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	A	International Large Cap	18	0.12%
Vanguard International Explorer Fund Investor Shares	VINEX	C++	International Small Cap	18	0.36%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
Dodge & Cox International Stock Fund	DODFX	B+	International Large Cap - Value	24	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Dodge & Cox Income Fund	DODIX	B-	Bond - U.S. Corporate	3	0.43%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%

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