R.H. Smith Distributing

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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
MainStay Moderate Allocation Fund Class A	MMRAX	C	U.S. All Cap	12	0.35%
MainStay Moderate Growth Allocation Fund Class A	MGDAX	B	U.S. All Cap	16	0.37%
MainStay Growth Allocation Fund Class A	MGXAX	B	U.S. All Cap	20	0.41%
MainStay Common Stock Fund Class A	MSOAX	B	U.S. Large Cap	21	1.05%
MainStay MAP Fund Class A	MAPAX	B	U.S. All Cap	22	1.11%
MainStay Epoch U.S. Small Cap Fund Class A	MOPAX	F++	U.S. Small Cap	31	1.3%
MainStay Conservative Allocation Fund Class A	MCKAX	C	U.S. All Cap	8	0.37%
MainStay Income Builder Fund Class A	MTRAX	B	U.S. All Cap	10	1.04%
U.S. Equities - Growth
MainStay Convertible Fund Class A	MCOAX	A--	U.S. Mid Cap - Growth	16	0.99%
MainStay Cornerstone Growth Fund Class A	KLGAX	C--	U.S. Large Cap - Growth	24	1.17%
MainStay Large Cap Growth Fund Class A	MLAAX	D--	U.S. Large Cap - Growth	25	1.02%
U.S. Equities - Value
MainStay Balanced Fund Class A	MBNAX	B++	U.S. All Cap - Value	14	1.16%
Global & Intl. Equity
MainStay International Equity Fund Class A	MSEAX	A-	International Large Cap - Growth	19	1.4%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
MainStay Unconstrained Bond Fund Class A	MASAX	B++	Bond - U.S. High Yield	3	1.12%
MainStay Government Fund Class A	MGVAX	B-	Bond - Multi Sector	3	1.03%
MainStay High Yield Corporate Bond Fund Class A	MHCAX	A++	Bond - U.S. High Yield	5	1.01%
Other
MainStay ICAP Select Equity Fund Class A	ICSRX		Other	0	1.18%
MainStay Money Market Fund Class A	MMAXX		Other	0	0%

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