Stratford Schools 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
JPMorgan SmartRetirement 2040 Fund Class A Shares	SMTAX	C	U.S. All Cap	13	0.29%
JPMorgan SmartRetirement 2050 Fund Class A Shares	JTSAX	C	U.S. All Cap	14	0.29%
QS Global Equity Fund Class A	CFIPX	B	U.S. All Cap	15	1.5%
Janus Enterprise Fund Class A	JDMAX	F+	U.S. Mid Cap	16	1.09%
JPMorgan U.S. Equity Fund Class A	JUEAX	D	U.S. Large Cap	16	0.97%
JPMorgan Intrepid Mid Cap Fund Class A	PECAX	F+	U.S. Mid Cap	17	1.16%
JPMorgan SmartRetirement Income Fund Class A Shares	JSRAX	C	U.S. All Cap	5	0.27%
JPMorgan SmartRetirement 2020 Fund Class A Shares	JTTAX	C	U.S. All Cap	6	0.28%
MFS Conservative Allocation Fund Class A	MACFX	C	U.S. All Cap	6	0.32%
JPMorgan SmartRetirement 2030 Fund Class A Shares	JSMAX	C	U.S. All Cap	9	0.29%
BlackRock Global Allocation Fund, Inc. Institutional Shares	MALOX	C	U.S. All Cap	10	0.78%
U.S. Equities - Growth
Janus Triton Fund Class I	JSMGX	B--	U.S. Small Cap - Growth	19	0.76%
Alger Capital Appreciation Fund Class A	ACAAX	D--	U.S. All Cap - Growth	21	1.26%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
MFS Value Fund Class A	MEIAX	C++	U.S. Mega Cap - Value	14	0.92%
MFS Mid Cap Value Fund Class A	MVCAX	C++	U.S. Mid Cap - Value	17	1.21%
Victory Sycamore Small Company Opportunity Fund Class A	SSGSX	D++	U.S. Small Cap - Value	22	1.34%
Global & Intl. Equity
Lazard International Strategic Equity Portfolio Open Shares	LISOX	C+	Europe	14	1.1%
Bonds
Pioneer Bond Fund Class Y	PICYX	B	Bond - U.S. Corporate	3	0.66%
Eaton Vance High Income Opportunities Fund Class A	ETHIX	B++	Bond - U.S. High Yield	4	0.92%

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