Burnsville Heating & A/C 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
BlackRock Health Sciences Opportunities Portfolio Investor A Shares	SHSAX	D	U.S. Large Cap	14	1.21%
Great-West S&P 500 Index Fund Initial Class	MXVIX	C	U.S. Large Cap	15	0.6%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
Dreyfus Structured Midcap Fund Class A	DPSAX	D+	U.S. Mid Cap	19	1.26%
Fidelity Advisor Small Cap Fund Class T	FSCTX	B+	U.S. Small Cap	20	1.21%
U.S. Equities - Growth
VY Oppenheimer Global Portfolio Class A	IGMAX	B--	U.S. All Cap - Growth	19	1.22%
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	D--	U.S. Large Cap - Growth	21	1%
U.S. Equities - Value
MFS Utilities Fund Class A	MMUFX	F++	U.S. Mega Cap - Value	13	1.01%
VY Invesco Comstock Portfolio Class A	IVKAX	B++	U.S. All Cap - Value	19	1.24%
Invesco Energy Fund Investor Class	FSTEX	B++	U.S. Small Cap - Value	36	1.15%
Specialty
Invesco Real Estate Fund Class A	IARAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
MFS Emerging Markets Equity Fund Class A	MEMAX	C	Emerging Markets	15	1.67%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Other
AB 2050 Retirement Strategy Class A	LTQAX		Other	0	1.02%

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