Advocate Health Care Network Retirement Savings Plan 401(K)

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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 Institutional Target Retirement 2025 Fund Institutional Shares	VRIVX	C	U.S. All Cap	11	0%
Vanguard Institutional Target Retirement 2030 Fund Institutional Shares	VTTWX	C	U.S. All Cap	13	0%
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares	VITFX	C	U.S. All Cap	14	0%
Vanguard Institutional Target Retirement 2040 Fund Institutional Shares	VIRSX	C	U.S. All Cap	16	0%
Vanguard Institutional Target Retirement 2045 Fund Institutional Shares	VITLX	C	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2060 Fund Institutional Shares	VILVX	C	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares	VTRLX	B	U.S. All Cap	17	0%
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares	VIVLX	C	U.S. All Cap	17	0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 Fund	VSXFX	C	U.S. All Cap	17	0%
Neuberger Berman Socially Responsive Fund Class R6	NRSRX	A	U.S. All Cap	20	0.62%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	21	0.05%
Vanguard Institutional Target Retirement Income Fund Institutional Shares	VITRX	C	U.S. All Cap	6	0%
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares	VITVX	D	U.S. All Cap	7	0%
Vanguard Institutional Target Retirement 2020 Fund Institutional Shares	VITWX	C	U.S. All Cap	10	0%
U.S. Equities - Growth
T. Rowe Price Institutional Large Cap Growth Fund	TRLGX	A--	U.S. Large Cap - Growth	24	0.56%
U.S. Equities - Value
Principal Diversified Real Asset Fund Institutional Class	PDRDX	B++	U.S. All Cap - Value	12	0.87%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	27	0.52%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	A	International Large Cap	18	0.14%
Dodge & Cox International Stock Fund	DODFX	B+	International Large Cap - Value	24	0.64%
Bonds
Vanguard Federal Money Market Fund Investor Shares	VMFXX	C	U.S. Cash / Money Market	0	0%
Vanguard Retirement Savings Trust II		C	U.S. Cash / Money Market	0	0%
Baird Core Plus Bond Fund Class Institutional	BCOIX	B-	Bond - Multi Sector	3	0.3%
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	C-	Bond - Multi Sector	3	0.07%

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