Minami Tamaki Llp 401K 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
John Hancock Funds Lifestyle Growth Portfolio Class 1	JILGX	B	U.S. All Cap	12	0.11%
American Funds Capital World Growth and Income Fund Class R-5	RWIFX	C	U.S. Large Cap	14	0.49%
MFS Massachusetts Investors Trust Class R3	MITHX	B	U.S. Large Cap	14	0.72%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1	JILAX	B	U.S. All Cap	15	0.11%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
Fidelity Advisor Leveraged Company Stock Fund Class A	FLSAX	B	U.S. All Cap	20	1.1%
John Hancock Funds Lifestyle Conservative Portfolio Class 1	JILCX	B	U.S. All Cap	4	0.11%
John Hancock Funds Lifestyle Moderate Portfolio Class 1	JILMX	B	U.S. All Cap	6	0.11%
John Hancock Funds Lifestyle Balanced Portfolio Class 1	JILBX	B	U.S. All Cap	9	0.11%
BlackRock Global Allocation Fund, Inc. Institutional Shares	MALOX	C	U.S. All Cap	10	0.78%
U.S. Equities - Growth
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
John Hancock II Capital Appreciation Fund Class 1	JICPX	F--	U.S. All Cap - Growth	25	0.78%
U.S. Equities - Value
Vanguard Value Index Fund Admiral Shares	VVIAX	C++	U.S. Mega Cap - Value	15	0.09%
T. Rowe Price Equity Income Fund Advisor Class	PAFDX	C++	U.S. All Cap - Value	17	0.94%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	18	0.09%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
John Hancock Variable Insurance Trust Small Cap Value Trust Series I	JESVX	F++	U.S. Mid Cap - Value	31	1.15%
Specialty
John Hancock II Real Estate Securities Fund Class 1	JIREX	B++	U.S. Real Estate	18	0.79%
Global & Intl. Equity
American Funds New World Fund Class R-5	RNWFX	A	Emerging Markets	16	0.7%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
John Hancock II High Yield Fund Class 1	JIHDX	B++	Bond - U.S. High Yield	3	0.76%
Other
John Hancock Funds Natural Resources Fund Class 1	JINRX		Other	0	1.11%

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