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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
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
U.S. Equities - Growth
Conestoga Small Cap Fund Investors Class	CCASX	D+	U.S. Small Cap - Growth	25	1.1%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. Large Cap - Growth	28	0.65%
U.S. Equities - Value
Diamond Hill Large Cap Fund Class A	DHLAX	B++	U.S. Large Cap - Value	22	1.06%
Wells Fargo Special Small Cap Value Fund - Class A	ESPAX	B++	U.S. Small Cap - Value	30	1.34%
Global & Intl. Equity
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%
Dodge & Cox Income Fund	DODIX	B-	Bond - U.S. Corporate	3	0.43%

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