The Mcconnell Group, Inc. 401(K) Profit Sharing 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
JPMorgan SmartRetirement 2025 Fund Class A Shares	JNSAX	C	U.S. All Cap	10	0.29%
JPMorgan SmartRetirement 2030 Fund Class A Shares	JSMAX	C	U.S. All Cap	13	0.29%
JPMorgan SmartRetirement 2035 Fund Class A Shares	SRJAX	B	U.S. All Cap	15	0.29%
Franklin Growth Allocation Fund Class A	FGTIX	C	U.S. Large Cap	15	0.59%
JPMorgan SmartRetirement 2040 Fund Class A Shares	SMTAX	B	U.S. All Cap	17	0.29%
JPMorgan SmartRetirement 2050 Fund Class A Shares	JTSAX	B	U.S. All Cap	18	0.29%
JPMorgan SmartRetirement 2045 Fund Class A Shares	JSAAX	B	U.S. All Cap	18	0.29%
JPMorgan SmartRetirement 2055 Fund Class A Shares	JFFAX	B	U.S. All Cap	18	1.25%
JPMorgan SmartRetirement Income Fund Class A Shares	JSRAX	B	U.S. All Cap	7	0.27%
JPMorgan SmartRetirement 2020 Fund Class A Shares	JTTAX	B	U.S. All Cap	8	0.28%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3	RNPCX	A--	U.S. All Cap - Growth	20	1.11%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. Large Cap - Growth	24	1.19%
Ivy Science And Technology Fund Class Y	WSTYX	A--	U.S. All Cap - Growth	25	1.24%
ClearBridge Small Cap Growth Fund Class A	SASMX	B+	U.S. Small Cap - Growth	27	1.24%
U.S. Equities - Value
American Funds Capital Income Builder Class R-3	RIRCX	C+	U.S. Mega Cap - Value	13	0.97%
American Funds The Income Fund of America Class R-3	RIDCX	B+	U.S. Mega Cap - Value	13	0.94%
MFS Utilities Fund Class R3	MMUHX	F++	U.S. Large Cap - Value	19	1%
Eaton Vance Atlanta Capital SMID-Cap Fund Class A	EAASX	D++	U.S. Mid Cap - Value	26	1.25%
BlackRock Mid Cap Value Opportunities Fund Investor A Shares	MDRFX	B++	U.S. Mid Cap - Value	27	1.16%
Invesco Comstock Fund Class A	ACSTX	B++	U.S. All Cap - Value	28	0.81%
Goldman Sachs Small Cap Value Fund Class A	GSSMX	D++	U.S. Small Cap - Value	33	1.38%
JPMorgan Small Cap Value Fund Class A	PSOAX	C++	U.S. Small Cap - Value	36	1.24%
The Hartford Balanced Income Fund Class R4	HBLSX	C+	U.S. Mega Cap - Value	10	0.91%
Specialty
Invesco Real Estate Fund Class A	IARAX	F--	U.S. Real Estate	27	1.25%
Oppenheimer Gold & Special Minerals Fund Class A	OPGSX	A--	Gold	37	1.21%
Global & Intl. Equity
MFS Research International Fund Class R3	MRSHX	B	International Large Cap	17	1.18%
Templeton Foreign Fund Class A	TEMFX	A+	International Large Cap - Value	19	1.19%
Oppenheimer International Growth Fund Class A	OIGAX	A-	International Large Cap - Growth	19	1.2%
Invesco Developing Markets Fund Class A	GTDDX	C++	Emerging Markets	19	1.38%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Delaware Extended Duration Bond Fund Class A	DEEAX	A-	Bond - Multi Sector	12	0.95%
AB Global Bond Fund Class A	ANAGX	C-	Bond - U.S. Corporate	3	0.93%
JPMorgan Core Bond Fund Class A	PGBOX	B-	Bond - Multi Sector	3	0.75%
MFS Emerging Markets Debt Fund Class R3	MEDFX	B	Bond - Emerging Market	5	1.13%
AB High Income Fund Class A	AGDAX	A++	Bond - U.S. High Yield	6	0.9%
Franklin High Income Fund Class A	FHAIX	B++	Bond - U.S. High Yield	8	0.76%
Other
Nuveen Mid Cap Index Fund Class A	FDXAX		Other	0	0.73%
Hartford Index HLS Fund Class IB	HBIDX		Other	0	0.58%
JPMorgan SmartRetirement 2015 Fund Class A Shares	JSFAX		Other	0	0.28%

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