Kennedy Capital Management, Inc. 401(K) 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
Janus Balanced Fund Class N	JABNX	C-	U.S. Mega Cap	10	0.58%
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%
BlackRock Multi-Asset Income Portfolio Institutional Shares	BIICX	A	U.S. All Cap	4	0.55%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	B-	U.S. Mid Cap - Growth	19	0.09%
Alger Capital Appreciation Fund Class Z	ACAZX	D--	U.S. All Cap - Growth	21	0.93%
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	D-	U.S. Mid Cap - Growth	21	0.51%
Lord Abbett Developing Growth Fund Class F	LADFX	F--	U.S. Small Cap - Growth	30	0.86%
U.S. Equities - Value
Putnam Equity Income Fund Class R6	PEQSX	B++	U.S. Large Cap - Value	15	0%
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	C++	U.S. Mid Cap - Value	17	0.74%
Victory Sycamore Small Company Opportunity Fund Class I	VSOIX	D++	U.S. Small Cap - Value	22	0.98%
T. Rowe Price Group Inc	TROW	A++	U.S. Mega Cap - Value	25	0%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C++	U.S. Mega Cap - Value	5	0.18%
Specialty
Nuveen Real Estate Securities Fund Class R6	FREGX	C++	U.S. Real Estate	17	0.88%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%
Prudential High-Yield Fund Class Q	PHYQX	B++	Bond - U.S. High Yield	4	0.47%
Prudential Total Return Bond Fund Class Q	PTRQX	B-	Bond - Multi Sector	4	0.52%
Other
Investors Cash Trust Treasury Portfolio Deutsche U.S. Treasury Money Fund Class S	IUSXX		Other	0	0%

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