Lipman Hearne, Inc. Savings Plan & Trust

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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 2035 Target Date Retirement Fund Class R-6	RFFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-6	RFGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-6	RFHTX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-6	RFKTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-6	RFITX	C	U.S. All Cap	13	0%
Parnassus Mid Cap Fund	PARMX	F+	U.S. Mid Cap	15	1.14%
Oppenheimer Main Street Mid Cap Fund Class Y	OPMYX	C+	U.S. Mid Cap	15	0.84%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Calvert U.S. Large Cap Core Responsible Index Fund Class I	CISIX	C	U.S. Large Cap	16	0.21%
American Funds 2020 Target Date Retirement Fund Class R-5	RECTX	C	U.S. All Cap	7	0%
American Funds 2020 Target Date Retirement Fund Class R-6	RRCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-6	RFDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-6	RFETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Other
Fidelity Strategic Income Fund	FSICX		Other	0	0.69%
PIMCO Total Return Fund Class D	PTTDX		Other	0	0.75%

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