Dana Wallboard Supply, 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
Janus Balanced Fund Class R	JDBRX	C-	U.S. Mega Cap	10	1.33%
Columbia Balanced Fund Class R	CBLRX	C	U.S. Large Cap	10	1.38%
Columbia Contrarian Core Fund Class R	CCCRX	C	U.S. Large Cap	16	1.39%
Ivy Global Growth Fund Class R	IYIGX	D	U.S. All Cap	16	1.7%
Janus Enterprise Fund Class R	JDMRX	F+	U.S. Mid Cap	16	1.43%
ClearBridge Aggressive Growth Fund Class R	LMPRX	D	U.S. All Cap	18	1.44%
Loomis Sayles Strategic Income Fund Admin Class	NEZAX	A	U.S. All Cap	4	1.2%
BlackRock Global Allocation Fund, Inc. Class R	MRLOX	C	U.S. All Cap	10	1.39%
U.S. Equities - Growth
JPMorgan Intrepid Growth Fund Class R2	JIGZX	C--	U.S. All Cap - Growth	19	1.49%
U.S. Equities - Value
Delaware Value Fund Class R	DDVRX	F++	U.S. Mega Cap - Value	15	1.27%
Columbia Mid Cap Value Fund Class R	CMVRX	D++	U.S. Mid Cap - Value	19	1.42%
Invesco Comstock Fund Class R	ACSRX	B++	U.S. All Cap - Value	20	1.06%
Delaware Small Cap Value Fund Class R	DVLRX	C++	U.S. Small Cap - Value	25	1.5%
Specialty
Voya Real Estate Fund Class R	CRWRX	A++	U.S. Real Estate	19	1.54%
Voya Global Real Estate Fund Class R	IGARX	C++	U.S. Real Estate	19	1.49%
Global & Intl. Equity
Thornburg Investment Income Builder Fund Class R3	TIBRX	A	International Large Cap - Value	12	1.49%
MFS International Value Fund Class R2	MINFX	C-	International Large Cap - Growth	13	1.33%
MFS International Value Fund Class R1	MINRX	C-	International Large Cap - Growth	13	1.83%
Ivy International Core Equity Fund Class R	IYITX	B+	Europe	16	1.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Government Bond Fund Class R2	JGBZX	C-	U.S. Treasury - Intermediate	3	0.99%
Ivy High Income Fund Class R	IYHIX	A++	Bond - U.S. High Yield	4	1.28%
Oppenheimer Core Bond Fund Class R	OPBNX	C-	Bond - Multi Sector	5	1.15%
Other
Putnam Investors Fund Class R	PIVRX		Other	0	1.39%
Wells Fargo Advantage Small Cap Value Fund Investor Class	SSMVX		Other	0	1.33%
BlackRock Ready Assets Prime Money Fund	MRAXX		Other	0	0%

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