Storis, Inc. 401(K) 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
MFS Moderate Allocation Fund Class A	MAMAX	C	U.S. All Cap	11	0.33%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	B	U.S. All Cap	13	1.05%
American Funds Capital World Growth and Income Fund Class R-3	RWICX	B	U.S. Large Cap	17	1.09%
MFS Aggressive Growth Allocation Fund Class A	MAAGX	C	U.S. All Cap	18	0.37%
JPMorgan U.S. Equity Fund Class A	JUEAX	C	U.S. Large Cap	21	0.97%
American Century Strategic Allocation: Conservative Fund A Class	ACCAX	B	U.S. All Cap	10	1.25%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-3	RGACX	A--	U.S. All Cap - Growth	22	0.98%
Voya MidCap Opportunities Fund Class A	NMCAX	B--	U.S. Mid Cap - Growth	25	1.32%
U.S. Equities - Value
MFS Value Fund Class A	MEIAX	D+	U.S. Mega Cap - Value	21	0.92%
Goldman Sachs Mid Cap Value Fund Class A	GCMAX	C++	U.S. Mid Cap - Value	26	1.14%
Nuveen NWQ Small-Cap Value Fund Class A	NSCAX	C++	U.S. Small Cap - Value	33	1.36%
JPMorgan Small Cap Value Fund Class A	PSOAX	C++	U.S. Small Cap - Value	36	1.24%
Global & Intl. Equity
MFS International Value Fund Class A	MGIAX	C-	International Large Cap - Growth	15	1.08%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock U.S. Government Bond Portfolio Investor A Shares	CIGAX	C--	U.S. Treasury - Intermediate / Long	2	0.9%
JPMorgan Government Bond Fund Class A	OGGAX	C--	U.S. Treasury - Intermediate / Long	3	0.74%
American Century Diversified Bond Fund A Class	ADFAX	B-	Bond - Multi Sector	3	0.85%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
MainStay High Yield Corporate Bond Fund Class A	MHCAX	A++	Bond - U.S. High Yield	5	1.01%

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