Galmont Consulting 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
Franklin Rising Dividends Fund Class R	FRDRX	C	U.S. All Cap	15	1.18%
U.S. Equities - Growth
American Funds The New Economy Fund Class R-3	RNGCX	C--	U.S. All Cap - Growth	17	1.15%
Oppenheimer Global Fund Class C	OGLCX	A--	U.S. All Cap - Growth	18	1.9%
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
Oppenheimer Global Opportunities Fund Class C	OGICX	C-	U.S. Mid Cap - Growth	21	1.97%
U.S. Equities - Value
MFS Value Fund Class R1	MEIGX	C++	U.S. Mega Cap - Value	14	1.67%
Invesco Comstock Fund Class R	ACSRX	B++	U.S. All Cap - Value	20	1.06%
American Funds Capital Income Builder Class R-3	RIRCX	C++	U.S. Mega Cap - Value	9	0.97%
Specialty
Invesco Real Estate Fund Class A	IARAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Oppenheimer Developing Markets Fund Class C	ODVCX	C	Emerging Markets	17	2.05%
Oppenheimer International Bond Fund Class C	OIBCX	F++	International Small Cap	7	1.69%
Bonds
Oppenheimer Global Strategic Income Class C	OSICX	F++	Bond - U.S. High Yield	5	1.68%
Other
AllianzGI NFJ Mid-Cap Value Fund Class R	PRNRX		Other	0	1.51%
Oppenheimer Capital Income Fund Class C	OPECX		Other	0	1.75%
Oppenheimer Commodity Strategy Total Return Fund Class C	QRACX		Other	0	2.22%
Oppenheimer Mid Cap Value Fund Class C	QSCCX		Other	0	2.05%
Oppenheimer Limited-Term Government Fund Class C	OLTCX		Other	0	1.6%
Oppenheimer Government Cash Reserves Fund Class C	CSCXX		Other	0	0%
Invesco Mid Cap Growth Fund Class R	VGRRX		Other	0	1.41%

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