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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
Vanguard Balanced Index Fund Admiral Shares	VBIAX	C	U.S. All Cap	13	0.09%
iShares Russell 3000 ETF	IWV	C	U.S. All Cap	21	0.2%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	D++	U.S. Mid Cap	22	0.78%
Voya Solution Income Portfolio Class I	ISWIX	C	U.S. All Cap	7	0.13%
U.S. Equities - Growth
Voya Large-Cap Growth Fund Class I	PLCIX	F--	U.S. All Cap - Growth	24	0.94%
Voya Large-Cap Growth Fund Class A	NLCAX	F--	U.S. All Cap - Growth	24	1.33%
Victory RS Small Cap Growth Fund Class A	RSEGX	F+	U.S. Small Cap - Growth	29	1.35%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class A	AWSHX	C+	U.S. Mega Cap - Value	19	0.6%
John Hancock Funds Disciplined Value Mid Cap Fund Class A	JVMAX	D++	U.S. Mid Cap - Value	28	1.17%
John Hancock Funds Disciplined Value Mid Cap Fund Class I	JVMIX	D++	U.S. Mid Cap - Value	28	0.89%
Columbia Small Cap Value Fund II Class Z	NSVAX	A++	U.S. Small Cap - Value	34	1.04%
BMO Small-Cap Value Fund Class I	MRSNX	C++	U.S. Small Cap - Value	35	0.99%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A	AEPGX	A-	International Large Cap - Growth	19	0.84%
iShares MSCI ACWI ex US ETF	ACWX	B	International Large Cap	19	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Total Bond Fund	FTBFX	C-	Bond - U.S. Corporate	3	0.45%

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