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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%
Oppenheimer Main Street Fund Class I	OMSIX	C	U.S. Large Cap	20	0.51%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	A--	U.S. All Cap - Growth	22	0.34%
JPMorgan Mid Cap Growth Fund Class R6	JMGMX	A--	U.S. Mid Cap - Growth	25	0.74%
Vanguard Information Technology Index Fund Admiral Shares	VITAX	C--	U.S. All Cap - Growth	27	0.14%
Eagle Small Cap Growth Fund Class R5	HSRSX	F+	U.S. Small Cap - Growth	28	0.77%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	D+	U.S. Mega Cap - Value	21	0.91%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	C++	U.S. Small Cap - Value	33	0.98%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	C--	U.S. Real Estate	27	0.1%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	19	0.49%
Thornburg Global Opportunities Fund Class R5	THOFX	A++	International Small Cap	19	0.99%
Oppenheimer Developing Markets Fund Class I	ODVIX	D++	Emerging Markets	20	0.87%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Loomis Sayles Investment Grade Bond Fund Class Y	LSIIX	A-	Bond - U.S. Corporate	4	0.58%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%

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