American Maritime Officers 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
T. Rowe Price Personal Strategy Growth Fund	TRSGX	C	U.S. All Cap	12	0.69%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Vanguard Mid-Cap Index Fund Investor Shares	VIMSX	C+	U.S. Mid Cap	16	0.24%
Columbia Contrarian Core Fund Class Z	SMGIX	C	U.S. Large Cap	16	0.89%
Victory Munder Mid-Cap Core Growth Fund Class A	MGOAX	F+	U.S. Mid Cap	19	1.32%
MFS Moderate Allocation Fund Class R4	MAMJX	C	U.S. All Cap	8	0.08%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Columbia Acorn Fund Class Z	ACRNX	D-	U.S. Mid Cap - Growth	21	0.78%
JPMorgan Large Cap Growth Fund Class R5	JLGRX	F--	U.S. All Cap - Growth	23	0.71%
Wells Fargo Growth Fund - Class A	SGRAX	F-	U.S. Mid Cap - Growth	24	1.19%
U.S. Equities - Value
Principal Equity Income Fund Class A	PQIAX	C++	U.S. Large Cap - Value	14	0.93%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Victory Sycamore Established Value Fund Class A	VETAX	C++	U.S. Mid Cap - Value	19	1.04%
Columbia Small Cap Value Fund I Class A	CSMIX	C++	U.S. Small Cap - Value	25	1.31%
Franklin Income Fund Class A	FKINX	A++	U.S. Mega Cap - Value	9	0.62%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Oppenheimer International Bond Fund Class A	OIBAX	F++	International Small Cap	7	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
MainStay High Yield Corporate Bond Fund Class A	MHCAX	B++	Bond - U.S. High Yield	3	1.01%
BlackRock Inflation Protected Bond Fund Investor A Shares	BPRAX	C+	U.S. Treasury - TIPS	4	0.76%
Other
BlackRock Energy & Resources Portfolio Investor A Shares	SSGRX		Other	0	1.34%

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