Aquatech International Corporation Employees' 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
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	C	U.S. All Cap	11	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	C	U.S. All Cap	13	0.25%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	C	U.S. All Cap	14	0.25%
Neuberger Berman Genesis Fund Investor Class	NBGNX	F+	U.S. Mid Cap	18	1.02%
VanEck Global Hard Assets Fund Class I	GHAIX	C+	U.S. Mid Cap	26	1%
Loomis Sayles Strategic Income Fund Class Y	NEZYX	A	U.S. All Cap	4	0.7%
Calvert Mid Cap Value C	CMVCX	C	U.S. All Cap	5	2.59%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund Advisor Class	PARAX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	C	U.S. All Cap	8	0.25%
Vanguard Wellington Fund Investor Shares	VWELX	B	U.S. Large Cap	10	0.26%
U.S. Equities - Growth
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
American Century Heritage Fund Investor Class	TWHIX	C-	U.S. Mid Cap - Growth	22	1%
U.S. Equities - Value
American Century Equity Income Fund Institutional Class	ACIIX	C++	U.S. Mega Cap - Value	11	0.73%
FMI Large Cap Fund	FMIHX	D++	U.S. Large Cap - Value	14	0.96%
Vanguard Value Index Fund Admiral Shares	VVIAX	C++	U.S. Mega Cap - Value	15	0.09%
American Century Mid Cap Value Fund Institutional Class	AVUAX	D++	U.S. All Cap - Value	16	0.8%
Perkins Mid Cap Value Fund Class T	JMCVX	F++	U.S. Mid Cap - Value	17	0.73%
FMI Common Stock Fund	FMIMX	D++	U.S. Mid Cap - Value	21	1.19%
Vanguard Small Capitalization Value Index Fund Investor Shares	VISVX	B++	U.S. Small Cap - Value	22	0.24%
T. Rowe Price Capital Appreciation Fund	PRWCX	B++	U.S. Mega Cap - Value	10	0.71%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
MFS International New Discovery Fund Class I	MWNIX	D++	International Small Cap	12	1.14%
Vanguard Total International Stock ETF	VXUS	A-	International Large Cap	15	0%
Invesco Developing Markets Fund R5 Class	GTDIX	C	Emerging Markets	15	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Calvert Short Duration Income Fund Class A	CSDAX	B++	Bond - U.S. High Yield	1	1.08%
Calvert Short Duration Income Fund Class I	CDSIX	B++	Bond - U.S. High Yield	1	0.49%
American Century Short Duration Inflation Protection Bond Fund Investor Class	APOIX	B+	U.S. Treasury - TIPS	2	0.57%
American Century Government Bond Fund Institutional Class	ABTIX	C-	Bond - Multi Sector	2	0.27%
Fidelity Advisor Strategic Income Fund Class T	FSIAX	B++	Bond - U.S. High Yield	3	0.98%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
PIMCO High Yield Fund Administrative Class	PHYAX	C++	Bond - U.S. High Yield	3	0.8%
Other
Calvert Short Duration Income Fund Class Y	CSDYX		Other	0	0.73%

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