Izotope Inc 401 K Profit Sharing 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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
JPMorgan Disciplined Equity Fund Select Class	JDESX	C	U.S. Large Cap	16	0.59%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Principal MidCap Fund R-5 Class	PMBPX	D+	U.S. Mid Cap	16	0.86%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Janus Triton Fund Class I	JSMGX	B--	U.S. Small Cap - Growth	19	0.76%
JPMorgan Intrepid Growth Fund Select Class	JPGSX	B--	U.S. All Cap - Growth	19	0.91%
U.S. Equities - Value
Vanguard Windsor Fund Admiral Shares	VWNEX	C++	U.S. All Cap - Value	18	0.27%
Goldman Sachs Small Cap Value Fund Institutional	GSSIX	F++	U.S. Small Cap - Value	25	0.98%
Global & Intl. Equity
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	13	0.83%
Oppenheimer International Small-Mid Company Fund Class Y	OSMYX	A-	International Large Cap - Growth	14	0.83%
Oppenheimer International Diversified Fund Class Y	OIDYX	B-	International Large Cap - Growth	14	0.42%
Virtus Emerging Markets Opportunities Fund Class I	HIEMX	D	Emerging Markets	16	1.33%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	Bond - U.S. Mortgages	1	0.1%
Goldman Sachs U.S. Mortgages Fund Institutional	GSUIX	C	Bond - U.S. Mortgages	2	0.38%
Western Asset Core Plus Bond Fund Class I	WACPX	C	Bond - U.S. Corporate	4	0.51%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Prudential High-Yield Fund Class Z	PHYZX	A++	Bond - U.S. High Yield	4	0.58%
Other
Davis Government Money Market Fund Class A	RPGXX		Other	0	0%

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