Partners Group Usa Inc. 401K 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
Franklin Rising Dividends Fund Class A	FRDPX	C	U.S. All Cap	15	0.93%
U.S. Equities - Growth
Fidelity Advisor Equity Growth Fund Class T	FAEGX	C--	U.S. All Cap - Growth	19	1.28%
Oppenheimer Capital Appreciation Fund Class A	OPTFX	C--	U.S. All Cap - Growth	21	1.11%
Alger Small Cap Growth Institutional Fund Class I	ALSRX	F-	U.S. Mid Cap - Growth	25	1.25%
Alger Mid Cap Growth Institutional Fund Class I	ALMRX	F-	U.S. Mid Cap - Growth	27	1.29%
U.S. Equities - Value
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Neuberger Berman Large Cap Value Fund Advisor Class	NBPBX	C++	U.S. All Cap - Value	22	1.21%
Global & Intl. Equity
Templeton Growth Fund, Inc. Class Retirement	TEGRX	B-	International Large Cap	14	1.32%
Janus Overseas Fund Class S	JIGRX	B++	International Small Cap	15	0.93%
Bonds
Deutsche Global High Income Fund Class S	SGHSX	C++	Bond - U.S. High Yield	4	0.82%
Other
Deutsche Large Cap Value Fund Class A	KDCAX		Other	0	0.99%

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