Analytic Stress Relieving, Inc. 401(K) Profit Sharing 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
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%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Janus Enterprise Fund Class R	JDMRX	F+	U.S. Mid Cap	16	1.43%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
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
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
AB Small Cap Growth Portfolio Class R	QUARX	D--	U.S. Small Cap - Growth	24	1.55%
AB Small Cap Growth Portfolio Advisor Class	QUAYX	C--	U.S. Small Cap - Growth	24	1.07%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R6	OIEJX	C++	U.S. Mega Cap - Value	15	0.53%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
AB Discovery Value Fund Class I	ABSIX	C++	U.S. Mid Cap - Value	24	0.89%
Specialty
Oppenheimer Gold and Special Minerals Fund Class R	OGMNX	A--	Gold	33	1.47%
Global & Intl. Equity
Invesco International Growth Fund Class R6	IGFRX	B-	International Large Cap - Growth	14	0.9%
T. Rowe Price International Equity Index Fund	PIEQX	B-	International Large Cap	14	0.5%
Oppenheimer International Growth Fund Class R	OIGNX	B-	International Large Cap - Growth	16	1.44%
Baron Emerging Markets Fund Institutional Shares	BEXIX	C	Emerging Markets	18	1.25%
Bonds
Janus Henderson Money Market Fund	JNMXX	C	U.S. Cash / Money Market	0	0%
Thornburg Limited Term Income Fund Class R5	THRRX	B-	U.S. Treasury - Short / Intermediate	2	0.65%
Invesco Bond Fund	VBF	A	Bond - U.S. Corporate	11	0%
AB Global Bond Fund Class I	ANAIX	C	Bond - U.S. Corporate	2	0.58%
Pioneer Bond Fund Class Y	PICYX	B	Bond - U.S. Corporate	3	0.66%

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