The Community Builders, Inc. Tax Sheltered Annuity 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
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	D-	U.S. Mid Cap - Growth	21	0.51%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
Victory Sycamore Established Value Fund Class I	VEVIX	B++	U.S. Mid Cap - Value	19	0.67%
Global & Intl. Equity
MFS International Growth Fund Class R3	MGRTX	B-	International Large Cap - Growth	14	1.22%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds New World Fund Class R-6	RNWGX	A	Emerging Markets	16	0.65%
American Beacon International Equity Fund Institutional Class	AAIEX	B	International Large Cap - Value	18	0.71%
Bonds
New York Life GIA Stable Value		C	U.S. Cash / Money Market	0	0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	C+	Bond - Emerging Market	2	0.5%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%
BlackRock High Yield Bond Portfolio Institutional Shares	BHYIX	B++	Bond - U.S. High Yield	4	0.6%
Other
CRA Qualified Investment Institutional Shares	CRANX		Other	0	0.48%

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