Ackerman-Estvold Engineering Savings 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
John Hancock Funds Retirement Choices at 2030 Portfolio Class 1	JRHOX	D	U.S. All Cap	11	0.33%
John Hancock Funds Retirement Choices at 2035 Portfolio Class 1	JRYOX	D	U.S. All Cap	14	0.3%
John Hancock Funds Retirement Choices at 2040 Portfolio Class 1	JRROX	D	U.S. All Cap	15	0.3%
John Hancock Funds Retirement Choices at 2045 Portfolio Class 1	JRVOX	D	U.S. All Cap	16	0.3%
John Hancock Funds Retirement Choices at 2050 Portfolio Class 1	JRIOX	D	U.S. All Cap	17	0.3%
American Funds Capital World Growth and Income Fund Class R-5	RWIFX	B	U.S. Large Cap	17	0.49%
American Funds Invmt Co of Amer R4	RICEX	C	U.S. Large Cap	19	0.65%
Parnassus Core Equity Fund - Investor Shares	PRBLX	B-	U.S. Mega Cap	20	0.87%
John Hancock Variable Insurance Trust 500 Index Trust B Series I	JFIVX	F	U.S. Large Cap	21	0.73%
John Hancock Variable Insurance Trust Mid Cap Index Trust Series I	JECIX	D++	U.S. Mid Cap	33	0.49%
John Hancock Variable Insurance Trust Small Cap Index Trust Series I	JESIX	F++	U.S. Small Cap	34	0.54%
John Hancock Funds Retirement Choices Income Portfolio Class 1	JRFOX	D	U.S. All Cap	5	0.54%
John Hancock Funds Retirement Choices at 2025 Portfolio Class 1	JREOX	D	U.S. All Cap	8	0.38%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-5	RNPFX	A--	U.S. All Cap - Growth	20	0.5%
American Funds The Growth Fund of America Class R-4	RGAEX	A--	U.S. All Cap - Growth	22	0.68%
Vanguard Mid-Cap Growth ETF	VOT	B--	U.S. Mid Cap - Growth	24	0.09%
John Hancock Funds Blue Chip Growth Fund Class 1	JIBCX	F--	U.S. Large Cap - Growth	25	0.83%
John Hancock II Mid Cap Stock Fund Class 1	JIMSX	A--	U.S. Mid Cap - Growth	26	0.92%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C+	U.S. Small Cap - Growth	26	0%
U.S. Equities - Value
American Funds The Income Fund of America Class R-4	RIDEX	B+	U.S. Mega Cap - Value	13	0.64%
American Funds Capital Income Builder Class R-4	RIREX	C+	U.S. Mega Cap - Value	13	0.65%
American Funds Washington Mutual Investors Fund Class R-5	RWMFX	C+	U.S. Mega Cap - Value	19	0.35%
T. Rowe Price Equity Income Fund	PRFDX	B++	U.S. All Cap - Value	25	0.67%
AMG Managers Fairpointe Mid Cap Fund Class N	CHTTX	C++	U.S. Mid Cap - Value	26	1.11%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6	JVMRX	D++	U.S. Mid Cap - Value	28	0.8%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	31	0.37%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	C++	U.S. Small Cap - Value	31	0.09%
Specialty
Fidelity Real Estate Index	FSRNX	C--	U.S. Real Estate	31	0.07%
Global & Intl. Equity
Templeton World Fund Class A	TEMWX	A+	International Large Cap - Value	16	1.05%
John Hancock Variable Insurance Trust International Equity Index Trust B Series I	JIEQX	B	International Large Cap	19	0.39%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
T. Rowe Price Short-Term Bond Fund	PRWBX	B++	Bond - U.S. High Yield	1	0.52%
John Hancock Bond Fund Class R6	JHBSX	B-	Bond - U.S. Corporate	3	0.5%
John Hancock Funds Floating Rate Income Fund Class 1	JFIHX	A++	Bond - U.S. High Yield	3	0.75%
American Funds Capital World Bond Fund Class R-5	RCWFX	C	Bond - Emerging Market	4	0.57%
John Hancock Variable Insurance Trust Total Bond Market Trust B Series I	JTBMX	C-	Bond - Multi Sector	4	0.3%
Other
John Hancock Funds Retirement Choices at 2020 Portfolio Class 1	JRWOX		Other	0	0.45%

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