Medisys Health Network, Inc. 403(B) 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 2035 Fund Class A Shares	SRJAX	C	U.S. All Cap	11	0.29%
JPMorgan SmartRetirement 2055 Fund Class A Shares	JFFAX	C	U.S. All Cap	14	1.25%
JPMorgan SmartRetirement 2045 Fund Class A Shares	JSAAX	C	U.S. All Cap	14	0.29%
Oppenheimer Main Street Mid Cap Fund Class A	OPMSX	C+	U.S. Mid Cap	15	1.12%
BlackRock S&P 500 Index Fund Investor A Shares	BSPAX	C	U.S. Large Cap	15	0.48%
American Funds AMCAP Fund Class R-4	RAFEX	D	U.S. Large Cap	15	0.72%
JPMorgan SmartRetirement Income Fund Class A Shares	JSRAX	C	U.S. All Cap	5	0.27%
JPMorgan SmartRetirement 2025 Fund Class A Shares	JNSAX	C	U.S. All Cap	8	0.29%
American Funds American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	9	0.65%
U.S. Equities - Growth
Fidelity Advisor Health Care Fund Class A	FACDX	C-	U.S. Mid Cap - Growth	17	1.13%
American Funds The New Economy Fund Class R-4	RNGEX	C--	U.S. All Cap - Growth	17	0.83%
Oppenheimer Global Fund Class A	OPPAX	A--	U.S. All Cap - Growth	18	1.19%
Putnam Growth Opportunities Fund Class A	POGAX	D--	U.S. Large Cap - Growth	21	1.13%
Columbia Mid Cap Growth Fund Class A	CBSAX	F-	U.S. Mid Cap - Growth	26	1.2%
U.S. Equities - Value
American Funds American Mutual Fund Class R-4	RMFEX	D++	U.S. Mega Cap - Value	12	0.66%
ClearBridge Large Cap Value Fund Class A	SINAX	C++	U.S. Large Cap - Value	15	0.98%
BlackRock Natural Resources Trust Investor A Shares	MDGRX	B++	U.S. All Cap - Value	23	1.07%
Specialty
Invesco Real Estate Fund Class A	IARAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
Fidelity Conservative Income Bond Fund	FCONX	C++	Bond - U.S. High Yield	0	0.4%
American Funds Intermediate Bond Fund of America Class R-4	RBOEX	C-	U.S. Treasury - Short / Intermediate	1	0.63%
JPMorgan Government Bond Fund Class A	OGGAX	C--	U.S. Treasury - Intermediate / Long	3	0.74%
American Funds Capital World Bond Fund Class R-4	RCWEX	D+	Bond - Emerging Market	3	0.88%
BlackRock High Yield Bond Portfolio Investor A Shares	BHYAX	B++	Bond - U.S. High Yield	4	0.92%
BlackRock Inflation Protected Bond Fund Investor A Shares	BPRAX	C+	U.S. Treasury - TIPS	4	0.76%
Other
Invesco Small Cap Discovery Fund Class A	VASCX		Other	0	1.32%

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