Connolly Consulting Associates 401(K) 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
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
U.S. Equities - Growth
Baird MidCap Fund Investor Class	BMDSX	A--	U.S. Mid Cap - Growth	24	1.1%
MainStay Large Cap Growth Fund Class R1	MLRRX	D--	U.S. Large Cap - Growth	25	0.87%
U.S. Equities - Value
Invesco Growth and Income Fund Class R	ACGLX	B++	U.S. All Cap - Value	26	1.06%
Artisan Mid Cap Value Fund Institutional Class	APHQX	B++	U.S. Mid Cap - Value	29	0.98%
Wells Fargo & Co	WFC	F++	U.S. Small Cap - Value	50	0%
Global & Intl. Equity
Ivy International Core Equity Fund Class Y	IVVYX	B	Europe	20	1.29%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Dodge & Cox Income Fund	DODIX	B-	Bond - U.S. Corporate	3	0.43%
Other
Laudus Mondrian Emerging Markets Fund Institutional Class Institutional	LEMNX		Other	0	1.45%

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