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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
American Funds American Balanced Fund Class R-3	RLBCX	C	U.S. Large Cap	12	0.94%
MFS Massachusetts Investors Growth Stock Fund Class R2	MIRGX	D	U.S. Large Cap	21	1%
Franklin Growth Series Class R	FGSRX	D-	U.S. Mega Cap	22	1.16%
Sentinel Small Company Fund Class A	SAGWX	A++	U.S. Small Cap	28	1.21%
U.S. Equities - Growth
Goldman Sachs Growth Opportunities Fund Class A	GGOAX	B--	U.S. Mid Cap - Growth	24	1.35%
Columbia Global Technology Growth Fund Class A	CTCAX	B--	U.S. All Cap - Growth	27	1.46%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class A	LCEAX	F++	U.S. All Cap - Value	21	0.86%
Columbia Global Equity Value Fund Class A	IEVAX	C++	U.S. Large Cap - Value	21	1.18%
Columbia Mid Cap Index Fund Class A	NTIAX	B++	U.S. Mid Cap - Value	28	0.45%
John Hancock Funds Disciplined Value Mid Cap Fund Class R2	JVMSX	D++	U.S. Mid Cap - Value	28	1.27%
Transamerica Small/Mid Cap Value Fund Class A	IIVAX	B++	U.S. Mid Cap - Value	28	1.38%
Invesco Select Companies Fund Class A	ATIAX	F++	U.S. Mid Cap - Value	33	1.16%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	D--	U.S. Real Estate	26	1.25%
Global & Intl. Equity
Oppenheimer International Diversified Fund Class A	OIDAX	A-	International Large Cap - Growth	17	0.68%
Aberdeen Emerging Markets Fund Class A	GEGAX	A++	Emerging Markets	21	1.43%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Class R	PLDRX	B-	Bond - Multi Sector	1	1.05%
Lord Abbett Short Duration Income Fund Class A	LALDX	B++	Bond - U.S. High Yield	2	0.58%
PIMCO Total Return Fund Class R	PTRRX	B-	Bond - Multi Sector	3	1.1%
Loomis Sayles Bond Fund Admin Class	LBFAX	C++	Bond - U.S. High Yield	5	1.18%
Putnam U.S. Government Income Fund Class A	PGSIX	B++	Bond - U.S. High Yield	6	0.87%
Other
Invesco Gold and Precious Metals Fund Class A	IGDAX		Other	0	1.45%
AB 2015 Retirement Strategy Class A	LTEAX		Other	0	0.94%
AllianceBern 2025 Retirement Strat A	LTIAX		Other	0	1%
AB 2035 Retirement Strategy Class A	LTKAX		Other	0	1.02%
HighMark NYSE ArcaTech 100 Index A	PPTIX		Other	0	1.08%
Federated Automated Cash Management Trust Class R Shares	ACKXX		Other	0	0%

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