Usa Cycling 403(B) Retirement 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
American Funds 2035 Target Date Retirement Fund Class R-3	RCFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-3	RCKTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-3	RCHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-3	RCITX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-3	RCMTX	C	U.S. All Cap	13	0%
Oppenheimer Main Street Mid Cap Fund Class R	OPMNX	C+	U.S. Mid Cap	15	1.39%
American Funds 2010 Target Date Retirement Fund Class R-3	RCATX	C	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-3	RCJTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-3	RCCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-3	RCDTX	C	U.S. Large Cap	8	0%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
Columbia Select Large Cap Growth Fund Class Retirement	URLGX	C--	U.S. All Cap - Growth	21	1.35%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class R	TEDRX	B++	U.S. Large Cap - Value	15	1.48%
The Hartford Dividend and Growth Fund Class R3	HDGRX	C++	U.S. Mega Cap - Value	15	1.35%
BlackRock Equity Dividend Fund R Shares	MRDVX	D++	U.S. All Cap - Value	16	1.28%
JPMorgan Mid Cap Value Fund Class R2	JMVZX	C++	U.S. Mid Cap - Value	19	1.49%
Invesco Comstock Fund Class R	ACSRX	B++	U.S. All Cap - Value	20	1.06%
American Funds Capital Income Builder Class R-3	RIRCX	C++	U.S. Mega Cap - Value	9	0.97%
Franklin Income Series Class R	FISRX	B++	U.S. Mega Cap - Value	10	0.97%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Oppenheimer International Growth Fund Class R	OIGNX	B-	International Large Cap - Growth	16	1.44%
Oppenheimer International Bond Fund Class R	OIBNX	F++	International Small Cap	7	1.43%
Bonds
Pioneer U.S. Government Money Market Fund Class A	PMTXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Franklin U.S. Government Securities Series Class R	FUSRX	D	Bond - U.S. Mortgages	2	1.08%
Franklin Strategic Income Fund Class R	FKSRX	B++	Bond - U.S. High Yield	2	1.11%
JPMorgan Core Bond Fund Class R2	JCBZX	B-	Bond - Multi Sector	3	1%

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