Dynisco Llc 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
Fidelity Balanced Fund	FBALX	C	U.S. All Cap	11	0.57%
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%
American Funds Capital World Growth and Income Fund Class A	CWGIX	C	U.S. Large Cap	13	0.8%
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%
Franklin Rising Dividends Fund Class A	FRDPX	C	U.S. All Cap	15	0.93%
API Capital Income Fund Class Institutional	AFAAX	F	U.S. All Cap	15	1.24%
Vanguard Total Stock Market Index Fund Admiral Shares	VTSAX	C	U.S. All Cap	16	0.05%
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%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Lord Abbett Fundamental Equity Fund Class A	LDFVX	D++	U.S. Large Cap - Value	16	1.06%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A Shares	SAMVX	B++	U.S. Large Cap - Value	16	1.35%
Gabelli Small Cap Growth Fund Class A	GCASX	C++	U.S. Mid Cap - Value	19	1.39%
Victory Global Natural Resources Fund Class A	RSNRX	A++	U.S. Small Cap - Value	36	1.43%
American Funds The Income Fund of America Class A	AMECX	B++	U.S. Mega Cap - Value	9	0.58%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Delaware Diversified Income Fund Class R	DPRFX	C	Bond - U.S. Corporate	3	1.15%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Other
Nuveen Mid Cap Growth Opportunities Fund Class R3	FMEYX		Other	0	1.54%
JPMorgan SmartRetirement 2015 Fund Class A Shares	JSFAX		Other	0	0.28%
Wells Fargo Advantage Growth Fund Investor Class	SGROX		Other	0	1.25%
JPMorgan SmartRetirement 2010 Fund Class A Shares	JSWAX		Other	0	0.28%

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