National Corporate Management 401 K Profit Sharing Plan Trust

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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
JPMorgan SmartRetirement 2025 Fund Class C Shares	JNSCX	C	U.S. All Cap	10	0.94%
BlackRock Global Allocation Fund, Inc. Investor C Shares	MCLOX	B	U.S. All Cap	12	1.8%
JPMorgan SmartRetirement 2030 Fund Class C Shares	JSMCX	C	U.S. All Cap	13	0.94%
Ivy Asset Strategy Fund Class C	WASCX	B	U.S. All Cap	14	1.68%
JPMorgan SmartRetirement 2035 Fund Class C Shares	SRJCX	C	U.S. All Cap	15	0.94%
JPMorgan SmartRetirement 2040 Fund Class C Shares	SMTCX	B	U.S. All Cap	17	0.94%
Calamos Growth & Income Fund Class C	CVTCX	C	U.S. Large Cap	19	1.84%
BlackRock Health Sciences Opportunities Portfolio Investor C Shares	SHSCX	F-	U.S. Mega Cap	19	1.95%
Davis New York Venture Fund Class C	NYVCX	A	U.S. All Cap	23	1.67%
JPMorgan SmartRetirement 2020 Fund Class C Shares	JTTCX	C	U.S. All Cap	8	0.93%
U.S. Equities - Growth
Federated Kaufmann Small Cap Fund Class C Shares	FKCSX	F++	U.S. Micro Cap - Growth	24	2.5%
Calamos Growth Fund Class C	CVGCX	C--	U.S. All Cap - Growth	26	2.01%
U.S. Equities - Value
Franklin Income Series Class C	FCISX	A+	U.S. Mega Cap - Value	13	1.12%
MFS Value Fund Class C	MEICX	D+	U.S. Mega Cap - Value	21	1.67%
BlackRock Equity Dividend Fund Investor C Shares	MCDVX	D++	U.S. All Cap - Value	22	1.68%
BlackRock Large Cap Value Fund Investor C Shares	MCLVX	C++	U.S. Large Cap - Value	23	2.02%
Ivy Global Natural Resources Fund Class C	IGNCX	C++	U.S. All Cap - Value	23	2.18%
Perkins Mid Cap Value Fund Class C	JMVCX	F++	U.S. Mid Cap - Value	24	1.68%
JPMorgan Mid Cap Value Fund Class C	JCMVX	D++	U.S. Mid Cap - Value	28	1.74%
Specialty
Oppenheimer Gold & Special Minerals Fund Class C	OGMCX	A--	Gold	37	2.01%
Global & Intl. Equity
Thornburg International Value Fund Class C	THGCX	A	Europe	17	2.01%
Oppenheimer Developing Markets Fund Class C	ODVCX	D++	Emerging Markets	20	2.05%
Delaware Emerging Markets Fund Class C	DEMCX	C++	Emerging Markets	22	2.46%
Oppenheimer International Bond Fund Class C	OIBCX	F++	International Small Cap	9	1.69%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock U.S. Government Bond Portfolio Investor C Shares	BIGCX	C--	U.S. Treasury - Intermediate / Long	2	1.72%
JPMorgan Core Bond Fund Class C	OBOCX	C-	Bond - Multi Sector	3	1.4%
Delaware Diversified Income Fund Class C	DPCFX	B-	Bond - U.S. Corporate	3	1.65%
Loomis Sayles Investment Grade Bond Fund Class C	LGBCX	A-	Bond - U.S. Corporate	4	1.58%
Templeton Global Bond Fund Class C	TEGBX	D--	U.S. Treasury - Intermediate	4	1.26%
Loomis Sayles Strategic Income Fund Class C	NECZX	B++	Bond - U.S. High Yield	5	1.7%
Other
Columbia Large Cap Growth Fund II Class C	NMYCX		Other	0	1.98%
BlackRock Ready Assets Prime Money Fund	MRAXX		Other	0	0%
BlackRock U.S. Government Bond Portfolio Investor C1 Shares	BIGHX		Other	0	1.53%

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