The Colony Group, Llc 401(K) Profit Sharing 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 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	21	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	D++	U.S. Mid Cap	23	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C++	U.S. Small Cap	27	0.09%
John Hancock Funds Global Absolute Return Strategies Fund Class I	JHAIX	C	U.S. Large Cap	7	1.42%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund	TRBCX	F--	U.S. Large Cap - Growth	25	0.74%
U.S. Equities - Value
John Hancock Funds Disciplined Value Fund Class I	JVLIX	B++	U.S. Large Cap - Value	24	0.83%
Victory Sycamore Small Company Opportunity Fund Class I	VSOIX	F++	U.S. Small Cap - Value	32	0.98%
Global & Intl. Equity
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	15	0.83%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	A	International Large Cap	18	0.14%
Fidelity International Growth Fund	FIGFX	C-	International Large Cap - Growth	18	1.11%
Harding Loevner Institutional Emerging Markets Portfolio Class I	HLMEX	B++	Emerging Markets	20	1.3%
Touchstone International Small Cap Fund Institutional	TNSIX	B-	International Large Cap - Growth	20	1.05%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%
BlackRock Total Return Fund Institutional Shares	MAHQX	A-	Bond - Multi Sector	3	0.73%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%

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