Cavu Resources, LLC

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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 Freedom Index 2025 Instl Prem	ffedx	C	U.S. All Cap	11	0%
Fidelity Freedom Index 2030 Instl Prem	ffegx	C	U.S. All Cap	13	0%
Fidelity Freedom Index 2035 Instl Prem	ffezx	C	U.S. All Cap	16	0%
Fidelity Freedom Index 2040 Instl Prem	ffizx	C	U.S. All Cap	17	0%
Fidelity Freedom Index 2060 Instl Prem	fflex	C	U.S. All Cap	17	0%
Fidelity Freedom Index 2045 Instl Prem	ffolx	C	U.S. All Cap	17	0%
Fidelity Freedom Index 2055 Instl Prem	ffldx	C	U.S. All Cap	17	0%
Fidelity Freedom Index 2050 Instl Prem	ffopx	C	U.S. All Cap	17	0%
T. Rowe Price Dividend Growth I	pdgix	D	U.S. All Cap	19	0%
State Street Equity 500 Index K	sssyx	D	U.S. Large Cap	21	0%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
TIAA-CREF Small-Cap Blend Index Fund Institutional Class	TISBX	C++	U.S. Small Cap	31	0.07%
Fidelity Freedom Index Income Fund Investor Class	FIKFX	C	U.S. Large Cap	4	0.08%
Fidelity Freedom Index 2005 Instl Prem	ffgfx	C	U.S. Large Cap	5	0%
Fidelity Freedom Index 2010 Instl Prem	ffwtx	C	U.S. All Cap	7	0%
Fidelity Freedom Index 2015 Instl Prem	fiwfx	C	U.S. All Cap	8	0%
Fidelity Freedom Index 2020 Instl Prem	fiwtx	C	U.S. All Cap	10	0%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	A--	U.S. All Cap - Growth	22	0.34%
Janus Triton Fund Class N	JGMNX	C+	U.S. Small Cap - Growth	25	0.68%
U.S. Equities - Value
MFS Total Return Fund Class R6	MSFKX	B+	U.S. Mega Cap - Value	12	0.41%
JPMorgan Equity Income Fund Class R6	OIEJX	C+	U.S. Mega Cap - Value	21	0.53%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	C++	U.S. Small Cap - Value	31	0.09%
Global & Intl. Equity
BlackRock International Index Fund Class K Shares	BTMKX	B	International Large Cap	19	0.3%
T. Rowe Price Overseas Stock Fund	TROSX	A	International Large Cap	20	0.86%
Bonds
Invesco Stable Value Fund		C	U.S. Cash / Money Market	0	0%
BlackRock Total Return Fund Class K	MPHQX	A-	Bond - Multi Sector	3	0.61%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	C-	Bond - Multi Sector	3	0.1%

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