Aspire Employees' Retirement 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
Leuthold Core Investment Fund Retail Class	LCORX	C	U.S. All Cap	10	1.16%
American Funds AMCAP Fund Class R-4	RAFEX	D	U.S. Large Cap	15	0.72%
U.S. Equities - Growth
Victory RS Mid Cap Growth Fund Class A	RSMOX	F-	U.S. Mid Cap - Growth	23	1.28%
Columbia Small Cap Growth I Fund Class Z	CMSCX	C--	U.S. Small Cap - Growth	25	1.06%
U.S. Equities - Value
Templeton World Fund Class A	TEMWX	D++	U.S. Large Cap - Value	13	1.05%
Perkins Mid Cap Value Fund Class T	JMCVX	F++	U.S. Mid Cap - Value	17	0.73%
Specialty
American Century Real Estate Fund Investor Class	REACX	C++	U.S. Real Estate	18	1.14%
Bonds
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
American Funds American High-Income Trust Class R-4	RITEX	A++	Bond - U.S. High Yield	4	0.7%
Deutsche Enhanced Emerging Markets Fixed Income Fund Class S	SCEMX	A+	Bond - Emerging Market	4	0.96%
Other
American Century Zero Coupon 2020 Fund Investor Class	BTTTX		Other	0	0.55%
Columbia Global Energy And Natural Resources Fund Class Z	UMESX		Other	0	1.07%

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