Philadelphia Insurance Companies Plan

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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
Wells Fargo Dow Jones Target 2025 Fund - Class Admin	WFTRX	C	U.S. All Cap	11	0.74%
American Funds American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	12	0.65%
Wells Fargo Dow Jones Target 2030 Fund - Class Admin	WFLIX	C	U.S. All Cap	12	0.75%
Wells Fargo Dow Jones Target 2035 Fund - Class Admin	WFQWX	C	U.S. All Cap	14	0.75%
Wells Fargo Dow Jones Target 2040 Fund - Class Admin	WFLWX	C	U.S. All Cap	16	0.76%
Wells Fargo Dow Jones Target 2045 Fund - Class Admin	WFQYX	C	U.S. All Cap	17	0.75%
Wells Fargo Dow Jones Target 2050 Fund - Class Admin	WFQDX	C	U.S. All Cap	18	0.75%
Fidelity 500 Index	FXAIX	D	U.S. Large Cap	21	0.02%
JPMorgan U.S. Equity Fund Select Class	JUESX	C	U.S. Large Cap	21	0.79%
Royce Pennsylvania Mutual Fund Investment Class	PENNX	B++	U.S. Small Cap	27	0.92%
Wells Fargo Dow Jones Target Today Fund - Class Admin	WFLOX	F	U.S. All Cap	7	0.69%
Wells Fargo Dow Jones Target 2010 Fund - Class Admin	WFLGX	F	U.S. All Cap	7	0.71%
Wells Fargo Dow Jones Target 2020 Fund - Class Admin	WFLPX	C	U.S. All Cap	9	0.74%
Wells Fargo Dow Jones Target 2015 Fund - Class Admin	WFFFX	F	U.S. All Cap	9	0.72%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	22	0.66%
Columbia Acorn Fund Class Z	ACRNX	B--	U.S. Mid Cap - Growth	24	0.78%
Fidelity Extended Market Index	FSMAX	A+	U.S. Small Cap - Growth	27	0%
Invesco Small Cap Growth Fund R5 Class	GTSVX	A--	U.S. Mid Cap - Growth	29	0.83%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	21	0.79%
BlackRock Equity Dividend Fund Institutional Shares	MADVX	C++	U.S. All Cap - Value	22	0.72%
T. Rowe Price Mid-Cap Value Fund	TRMCX	A++	U.S. Mid Cap - Value	26	0.8%
Perkins Small Cap Value Fund Class I	JSCOX	F++	U.S. Small Cap - Value	30	0.74%
Specialty
Cohen & Steers Realty Shares Fund	CSRSX	C--	U.S. Real Estate	27	0.97%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A	Europe	17	0.96%
Fidelity International Index	FSPSX	B	International Large Cap	18	0.06%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	19	0.84%
Oppenheimer Developing Markets Fund Class Y	ODVYX	D++	Emerging Markets	20	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Government Bond Fund Select Class	HLGAX	C--	U.S. Treasury - Intermediate / Long	3	0.47%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	B+	U.S. Treasury - TIPS	4	0.44%
Metropolitan West High Yield Bond Fund Class Institutional	MWHIX	B++	Bond - U.S. High Yield	5	0.55%
Other
Fidelity Strategic Income Fund	FSICX		Other	0	0.69%

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