Investment Mix Worksheet This worksheet is designed to help you enter your investment selections during the enrollment process. Please don't submit this worksheet. To create your own investment portfolio, just select from the following available investment choices. All elections must be in whole percentages and total 100%. If you elect to join the plan and fail to make an investment election, or your elections do not equal 100%, your contribution will be invested in PortfolioXpress ® . Asset Class Sub Asset Class Investment Choice % of Contribution Short Bonds/Stable/MMkt Cash Equivalent/Money Market 2BF3 BlackRock Retirement Reserves Money of Retirement Series Trust (Class: Other) .0%
Interm./Long-Term Bond
Intermediate-Term Bonds
2B4A AB High Income R (Class: R) 2DLE PIMCO Income R (Class: R)
.0% .0% .0%
2DFU Voya Intermediate Bond R (Class: R)
Government Bonds
2BEX BlackRock US Government Bond R (Class: R)
.0%
Large-Cap Stocks
Large-Cap Value Stocks
2CR5 MFS Value R2 (Class: R-2)
.0%
Large-Cap Blend Stocks
2BBZ iShares S&P 500 Index A (Class: A)
.0%
Large-Cap Growth Stocks
2CBC Janus Henderson Forty R (Class: R)
.0%
Small/Mid-Cap Stocks
Mid-Cap Value Stocks
2DDY Victory Sycamore Established Value R (Class: R)
.0%
Mid-Cap Blend Stocks
2CS4 Nationwide Mid Cap Market Index R (Class: R)
.0%
Mid-Cap Growth Stocks
2BS7 Eaton Vance Atlanta Capital SMID-Cap R (Class: R)
.0%
Small-Cap Value Stocks
2BX9 Franklin Small Cap Value R (Class: R)
.0%
Small-Cap Blend Stocks
2DQE Nationwide Small Cap Index R (Class: R)
.0%
Small-Cap Growth Stocks
2CBY Janus Henderson Triton R (Class: R)
.0%
Real Estate
2C8S Invesco Real Estate R (Class: R)
.0%
International Stocks
World/Foreign Stocks
2DN6 John Hancock International Growth R2 (Class: R-2) 2CV5 Nuveen NWQ International Value R3 (Class: R-3)
.0% .0%
Emerging Market Stocks
2C9P Ivy Emerging Markets Equity R (Class: R)
.0%
Multi-Asset/Other
Balanced
2BCU BlackRock Global Allocation R (Class: R)
.0%
Total for all investment choices must equal 100%: 100.0%
517326-00000 09/07/2017
5
Made with FlippingBook flipbook maker