Saba 401(K) Savings 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
JPMorgan SmartRetirement 2035 Fund Class A Shares	SRJAX	C	U.S. All Cap	11	0.29%
JPMorgan SmartRetirement 2040 Fund Class A Shares	SMTAX	C	U.S. All Cap	13	0.29%
JPMorgan SmartRetirement 2055 Fund Class A Shares	JFFAX	C	U.S. All Cap	14	1.25%
JPMorgan SmartRetirement 2050 Fund Class A Shares	JTSAX	C	U.S. All Cap	14	0.29%
JPMorgan SmartRetirement 2045 Fund Class A Shares	JSAAX	C	U.S. All Cap	14	0.29%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
JPMorgan U.S. Equity Fund Select Class	JUESX	D	U.S. Large Cap	16	0.79%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
JPMorgan U.S. Small Company Fund Institutional Class	JUSSX	C+	U.S. Small Cap	24	0.82%
JPMorgan SmartRetirement Income Fund Class A Shares	JSRAX	C	U.S. All Cap	5	0.27%
JPMorgan SmartRetirement 2020 Fund Class A Shares	JTTAX	C	U.S. All Cap	6	0.28%
JPMorgan SmartRetirement 2025 Fund Class A Shares	JNSAX	C	U.S. All Cap	8	0.29%
JPMorgan SmartRetirement 2030 Fund Class A Shares	JSMAX	C	U.S. All Cap	9	0.29%
U.S. Equities - Growth
Oppenheimer Global Fund Class I	OGLIX	A--	U.S. All Cap - Growth	18	0.71%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
Global & Intl. Equity
MFS International Diversification Fund Class R4	MDITX	A-	International Large Cap - Growth	13	0.1%
Bonds
JPMorgan Core Bond Fund Class R6	JCBUX	B-	Bond - Multi Sector	3	0.4%
Fidelity Advisor Strategic Income Fund Class I	FSRIX	B++	Bond - U.S. High Yield	3	0.75%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
Other
JPMorgan SmartRetirement 2015 Fund Class A Shares	JSFAX		Other	0	0.28%
Fidelity Prime Fund - Daily Money Class	FDAXX		Other	0	0%

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