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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
T. Rowe Price Retirement 2015 Fund Advisor Class	PARHX	B	U.S. All Cap	10	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	B	U.S. All Cap	12	0.25%
T. Rowe Price Retirement 2025 Fund Advisor Class	PARJX	B	U.S. All Cap	13	0.25%
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	B	U.S. All Cap	15	0.25%
T. Rowe Price Retirement 2035 Fund Advisor Class	PARKX	B	U.S. All Cap	17	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	B	U.S. All Cap	18	0.25%
T. Rowe Price Retirement 2060 Fund Advisor Class	TRRYX	B	U.S. All Cap	19	0%
T. Rowe Price Retirement 2045 Fund Advisor Class	PARLX	B	U.S. All Cap	19	0.25%
T. Rowe Price Retirement 2055 Fund Advisor Class	PAROX	B	U.S. All Cap	19	0.25%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	B	U.S. All Cap	19	0.25%
Parnassus Core Equity Fund - Investor Shares	PRBLX	B-	U.S. Mega Cap	20	0.87%
Columbia Large Cap Index Fund Class Z	NINDX	C	U.S. Large Cap	21	0.2%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
The Hartford MidCap Fund Class Y	HMDYX	D++	U.S. Mid Cap	25	0.77%
Prudential Jennison Small Company Fund Class A	PGOAX	A++	U.S. Mid Cap	27	1.15%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
T. Rowe Price Retirement 2005 Fund Advisor Class	PARGX	B	U.S. All Cap	8	0.25%
T. Rowe Price Retirement 2010 Fund Advisor Class	PARAX	B	U.S. All Cap	9	0.25%
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 II	OARBX	B++	U.S. All Cap - Value	18	1.1%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	27	0.52%
John Hancock Funds Disciplined Value Mid Cap Fund Class I	JVMIX	D++	U.S. Mid Cap - Value	28	0.89%
Delaware Small Cap Value Fund Institutional Class	DEVIX	D++	U.S. Small Cap - Value	35	1%
Specialty
T. Rowe Price Real Estate Fund	TRREX	C--	U.S. Real Estate	31	0.79%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	19	1.14%
American Funds New World Fund Class R-3	RNWCX	C++	Emerging Markets	19	1.34%
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%
Loomis Sayles Core Plus Bond Fund Class A	NEFRX	B-	Bond - Multi Sector	3	0.79%
Dodge & Cox Income Fund	DODIX	B-	Bond - U.S. Corporate	3	0.43%
Vanguard Inflation-Protected Securities Fund Investor Shares	VIPSX	C+	U.S. Treasury - TIPS	4	0.2%
Loomis Sayles Bond Fund Admin Class	LBFAX	C++	Bond - U.S. High Yield	5	1.18%

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