Marmon Employees' Retirement 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
Champlain Mid Cap Fund Institutional Class	CIPIX	B+	U.S. Mid Cap	15	1.05%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-5	RGAFX	B--	U.S. All Cap - Growth	18	0.39%
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
Vanguard Extended Market Index Fund Investor Shares	VEXMX	A--	U.S. Small Cap - Growth	20	0.24%
U.S. Equities - Value
CRM Mid Cap Value Fund Class Investor	CRMMX	B++	U.S. Mid Cap - Value	18	1.03%
JPMorgan Small Cap Equity Fund Class A	VSEAX	D++	U.S. Mid Cap - Value	18	1.29%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Aberdeen Emerging Markets Fund Institutional Class	ABEMX	B	Emerging Markets	18	1.1%
Bonds
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
BlackRock Inflation Protected Bond Fund Class K	BPLBX	C+	U.S. Treasury - TIPS	4	0.32%

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