Genedata Usa Inc 401(K) Profit Sharing Plan & Trust

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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
American Century Investments One Choice 2045 Portfolio A Class	AROAX	C	U.S. All Cap	11	0.45%
American Century Investments One Choice 2050 Portfolio A Class	ARFMX	C	U.S. All Cap	11	0.45%
Franklin Rising Dividends Fund Class A	FRDPX	C	U.S. All Cap	15	0.93%
Neuberger Berman Genesis Fund Advisor Class	NBGAX	F+	U.S. Mid Cap	18	1.38%
JPMorgan U.S. Small Company Fund Class A	JTUAX	C+	U.S. Small Cap	24	1.25%
American Century Investments One Choice In Retirement Portfolio A Class	ARTAX	C	U.S. All Cap	6	0.45%
American Century Investments One Choice 2025 Portfolio A Class	ARWAX	C	U.S. All Cap	7	0.45%
American Century Investments One Choice 2030 Portfolio A Class	ARCMX	C	U.S. All Cap	8	0.46%
American Century Investments One Choice 2035 Portfolio A Class	ARYAX	C	U.S. All Cap	9	0.45%
American Century Investments One Choice 2040 Portfolio A Class	ARDMX	C	U.S. All Cap	10	0.45%
U.S. Equities - Growth
Franklin Growth Series Class A	FKGRX	B--	U.S. All Cap - Growth	17	0.91%
Oppenheimer Global Fund Class A	OPPAX	A--	U.S. All Cap - Growth	18	1.19%
ClearBridge Small Cap Growth Fund Class A	SASMX	A--	U.S. Small Cap - Growth	22	1.24%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
JPMorgan Equity Income Fund Class A	OIEIX	C++	U.S. Mega Cap - Value	15	1.04%
Victory Sycamore Established Value Fund Class A	VETAX	C++	U.S. Mid Cap - Value	19	1.04%
Invesco Small Cap Value Fund Class A	VSCAX	A++	U.S. Mid Cap - Value	28	1.11%
Global & Intl. Equity
Thornburg Investment Income Builder Fund Class R4	TIBGX	A	International Large Cap - Value	12	1.37%
Invesco International Growth Fund Class A	AIIEX	B-	International Large Cap - Growth	14	1.33%
The Hartford International Opportunities Fund Class R4	IHOSX	B-	International Large Cap - Growth	15	1.15%
T. Rowe Price International Growth & Income Fund Advisor Class	PAIGX	A	International Large Cap - Value	16	1.09%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
AB Global Bond Fund Class A	ANAGX	C	Bond - U.S. Corporate	2	0.93%
JPMorgan Government Bond Fund Class A	OGGAX	C--	U.S. Treasury - Intermediate / Long	3	0.74%
JPMorgan Core Bond Fund Class A	PGBOX	B-	Bond - Multi Sector	3	0.75%
Ivy High Income Fund Class A	WHIAX	A++	Bond - U.S. High Yield	4	0.93%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Oppenheimer Global Strategic Income Class A	OPSIX	F++	Bond - U.S. High Yield	5	0.93%
Other
American Century Investments One Choice 2020 Portfolio A Class	ARBMX		Other	0	0.45%

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