The Animation Guild 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
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
T. Rowe Price Spectrum Growth Fund	PRSGX	C	U.S. All Cap	15	0.8%
Neuberger Berman Socially Responsive Fund Investor Class	NBSRX	B	U.S. All Cap	15	0.87%
MM S&P 500 Index Fund Class R4	MIEAX	C	U.S. Large Cap	15	0.65%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
Northern Small Cap Index Fund	NSIDX	C+	U.S. Small Cap	23	0.15%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Janus Triton Fund Class A	JGMAX	B--	U.S. Small Cap - Growth	19	1.11%
American Century Growth Fund Investor Class	TWCGX	C--	U.S. All Cap - Growth	21	0.97%
U.S. Equities - Value
American Beacon Large Cap Value Fund Investor Class	AAGPX	C++	U.S. All Cap - Value	18	0.93%
CRM Mid Cap Value Fund Class Investor	CRMMX	B++	U.S. Mid Cap - Value	18	1.03%
Gabelli Small Cap Growth Fund Class A	GCASX	C++	U.S. Mid Cap - Value	19	1.39%
Northern Mid Cap Index Fund	NOMIX	D++	U.S. Mid Cap - Value	19	0.15%
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Global & Intl. Equity
Northern International Equity Index Fund	NOINX	B-	International Large Cap	14	0.25%
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%
Voya Aggregate Bond Portfolio Class S	IPTSX		Other	0	0.83%

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