RTA 401K

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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 Balanced Fund	FBALX	B	U.S. All Cap	15	0.57%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
Fidelity Leveraged Company Stock Fund	FLVCX	A	U.S. All Cap	27	0.82%
Fidelity Stock Selector Small Cap Fund	FDSCX	B++	U.S. Small Cap	27	0.91%
Fidelity Export and Multinational Fund	FEXPX	F	U.S. All Cap	29	0.79%
Royce Opportunity Fund Service Class	RYOFX	A++	U.S. Small Cap	34	1.47%
Fidelity Capital & Income Fund	FAGIX	A++	U.S. Mid Cap	9	0.71%
U.S. Equities - Growth
Fidelity Capital Appreciation Fund	FDCAX	A--	U.S. All Cap - Growth	22	0.77%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
U.S. Equities - Value
Fidelity Stock Selector Large Cap Value Fund	FSLVX	B++	U.S. Large Cap - Value	24	0.71%
Victory RS Partners Fund Class A	RSPFX	A++	U.S. Small Cap - Value	31	1.45%
Fidelity Value Fund	FDVLX	A++	U.S. Mid Cap - Value	31	0.65%
Specialty
Fidelity Real Estate Investment Portfolio	FRESX	D--	U.S. Real Estate	28	0.8%
Global & Intl. Equity
Fidelity International Discovery Fund	FIGRX	A-	International Large Cap - Growth	18	0.98%
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
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%
Other
Rainier Small/Mid Cap Equity Fund Original Shares	RIMSX		Other	0	1.32%

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