Edward Jones & Co Prototype Profit Sharing Plan & Custodial Account

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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 Capital World Growth and Income Fund Class R-5	RWIFX	C	U.S. Large Cap	14	0.49%
American Funds Investment Company of America Class R-5	RICFX	D	U.S. Large Cap	14	0.35%
The Hartford Capital Appreciation Fund Class R5	ITHTX	F	U.S. All Cap	15	0.8%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-5	RGAFX	B--	U.S. All Cap - Growth	18	0.39%
The Hartford Growth Opportunities Fund Class R5	HGOTX	F--	U.S. All Cap - Growth	22	0.85%
U.S. Equities - Value
Invesco Equity and Income Fund Class Y	ACETX	C++	U.S. All Cap - Value	13	0.53%
Invesco Comstock Fund Class Y	ACSDX	B++	U.S. All Cap - Value	20	0.56%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
American Funds Capital Income Builder Class R-5	RIRFX	B++	U.S. Mega Cap - Value	9	0.35%
Global & Intl. Equity
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%

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