Ronald Walker Associates Ii Inc 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
T. Rowe Price Retirement 2020 Fund Class R	RRTBX	B	U.S. All Cap	12	0.5%
T. Rowe Price Retirement 2030 Fund Class R	RRTCX	B	U.S. All Cap	15	0.5%
T. Rowe Price Retirement 2040 Fund Class R	RRTDX	B	U.S. All Cap	18	0.5%
T. Rowe Price Retirement 2050 Fund Class R	RRTFX	B	U.S. All Cap	19	0.5%
Victory Diversified Stock Fund Class A	SRVEX	C	U.S. Large Cap	22	1.08%
Fidelity Advisor Small Cap Fund Class T	FSCTX	B++	U.S. Small Cap	27	1.21%
T. Rowe Price Retirement 2010 Fund Class R	RRTAX	B	U.S. All Cap	9	0.5%
U.S. Equities - Growth
Goldman Sachs Large Cap Growth Insights Fund Class A	GLCGX	C--	U.S. Large Cap - Growth	24	0.95%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. Large Cap - Growth	24	1.19%
American Century Heritage Fund A Class	ATHAX	B--	U.S. Mid Cap - Growth	26	1.25%
U.S. Equities - Value
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Small Cap - Value	30	1.17%
Global & Intl. Equity
Janus Overseas Fund Class S	JIGRX	A	International Large Cap	20	0.93%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Other
Deutsche Large Cap Value Fund Class A	KDCAX		Other	0	0.99%

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