Cpsg Partners Llc 401k 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 Target Retirement 2020 Fund Investor Shares	VTWNX	F	U.S. All Cap	10	0.17%
Virtus Equity Trend Fund Class A	VAPAX	C	U.S. All Cap	11	1.62%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	12	0.18%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	B	U.S. All Cap	13	1.05%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	13	0.18%
Ivy Asset Strategy Fund Class A	WASAX	B	U.S. All Cap	14	0.96%
T. Rowe Price Capital Appreciation Fund Advisor Class	PACLX	B	U.S. All Cap	14	1.02%
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	14	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	16	0.19%
Voya Global Equity Fund Class A	NAWGX	D	U.S. All Cap	17	1.36%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	17	0.19%
Amana Mutual Funds Trust Income Fund Investor	AMANX	C	U.S. All Cap	18	1.14%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	21	0.17%
Vanguard Mid-Cap Index Fund Investor Shares	VIMSX	D++	U.S. Mid Cap	23	0.24%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	F	U.S. Large Cap	8	0.17%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-4	RGAEX	A--	U.S. All Cap - Growth	22	0.68%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	22	0.66%
Oppenheimer Global Opportunities Fund Class A	OPGIX	A--	U.S. Mid Cap - Growth	24	1.21%
BlackRock Focus Growth Fund Investor A Shares	MDFOX	D--	U.S. Large Cap - Growth	25	1.63%
Ivy Science And Technology Fund Class A	WSTAX	A--	U.S. All Cap - Growth	25	1.26%
American Century Heritage Fund Investor Class	TWHIX	B--	U.S. Mid Cap - Growth	27	1%
Delaware Smid Cap Growth Fund Class A	DFCIX	A--	U.S. Mid Cap - Growth	31	1.19%
U.S. Equities - Value
American Funds The Income Fund of America Class R-4	RIDEX	B+	U.S. Mega Cap - Value	13	0.64%
Nuveen Santa Barbara Dividend Growth Fund Class A	NSBAX	D+	U.S. Mega Cap - Value	20	1.03%
Ave Maria Rising Dividend Fund	AVEDX	C++	U.S. Large Cap - Value	22	0.97%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	C++	U.S. All Cap - Value	22	0.99%
Victory Sycamore Established Value Fund Class A	VETAX	B++	U.S. Mid Cap - Value	28	1.04%
Fidelity Advisor Stock Selector Mid Cap Fund Class A	FMCDX	B++	U.S. Mid Cap - Value	28	0.92%
Ariel Fund Investor Class	ARGFX	A++	U.S. Mid Cap - Value	30	1.03%
Royce Small-Cap Value Fund Class R	RVVRX	B++	U.S. Small Cap - Value	31	1.83%
Franklin Small Cap Value Fund Advisor Class	FVADX	C++	U.S. Small Cap - Value	33	0.89%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	19	0.84%
Oppenheimer Developing Markets Fund Class A	ODMAX	D++	Emerging Markets	20	1.35%
Bonds
T. Rowe Price Government Money Fund	PRRXX	C	U.S. Cash / Money Market	0	0%
Voya Intermediate Bond Fund Class A	IIBAX	B-	Bond - Multi Sector	3	0.7%
Templeton Global Bond Fund Class A	TPINX	C--	U.S. Treasury - Intermediate	4	0.86%
Virtus Multi-Sector Intermediate Bond Fund Class A	NAMFX	B++	Bond - U.S. High Yield	4	1.1%
Deutsche Floating Rate Fund Class A	DFRAX	B++	Bond - U.S. High Yield	4	1.07%
Other
Voya Global Real Estate Fund Class A	IGLAX		Other	0	1.24%

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