Abco Products Inc. 401(K) 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
Ivy Asset Strategy Fund Class A	WASAX	B	U.S. All Cap	11	0.96%
T. Rowe Price Retirement 2035 Fund Advisor Class	PARKX	C	U.S. All Cap	12	0.25%
American Funds Capital World Growth and Income Fund Class R-3	RWICX	C	U.S. Large Cap	14	1.09%
T. Rowe Price Retirement 2045 Fund Advisor Class	PARLX	C	U.S. All Cap	14	0.25%
T. Rowe Price Retirement 2055 Fund Advisor Class	PAROX	C	U.S. All Cap	14	0.25%
Invesco S&P 500 Index Fund Class A	SPIAX	C	U.S. Large Cap	15	0.62%
American Funds AMCAP Fund Class A	AMCPX	D	U.S. Large Cap	15	0.7%
Columbia Contrarian Core Fund Class A	LCCAX	C	U.S. Large Cap	16	1.14%
Prudential Jennison Small Company Fund Class A	PGOAX	A+	U.S. Mid Cap	20	1.15%
VanEck Global Hard Assets Fund Class A	GHAAX	C+	U.S. Mid Cap	26	1.38%
T. Rowe Price Retirement 2015 Fund Advisor Class	PARHX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2025 Fund Advisor Class	PARJX	C	U.S. All Cap	10	0.25%
U.S. Equities - Growth
Fidelity Advisor Health Care Fund Class A	FACDX	C-	U.S. Mid Cap - Growth	17	1.13%
Ivy Mid Cap Growth Fund Class A	WMGAX	B-	U.S. Mid Cap - Growth	20	1.34%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
Ivy Science And Technology Fund Class A	WSTAX	C--	U.S. All Cap - Growth	22	1.26%
U.S. Equities - Value
American Century Income and Growth Fund Class A	AMADX	C++	U.S. Large Cap - Value	15	0.92%
MFS Mid Cap Value Fund Class A	MVCAX	C++	U.S. Mid Cap - Value	17	1.21%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
Invesco Comstock Fund Class A	ACSTX	B++	U.S. All Cap - Value	20	0.81%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
Franklin Small Cap Value Fund Class A	FRVLX	F++	U.S. Small Cap - Value	24	1.19%
T. Rowe Price Capital Appreciation Fund	PRWCX	B++	U.S. Mega Cap - Value	10	0.71%
Specialty
PIMCO RealEstateRealReturn Strategy Fund Class A	PETAX	A++	U.S. Real Estate	19	0%
Global & Intl. Equity
MFS International Value Fund Class A	MGIAX	C-	International Large Cap - Growth	13	1.08%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
T. Rowe Price GNMA Fund	PRGMX	C	Bond - U.S. Mortgages	1	0.61%
Metropolitan West Intermediate Bond Fund Class M	MWIMX	B-	U.S. Treasury - Short / Intermediate	2	0.65%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
BlackRock Inflation Protected Bond Fund Investor A Shares	BPRAX	C+	U.S. Treasury - TIPS	4	0.76%
Franklin High Income Fund Class A	FHAIX	C++	Bond - U.S. High Yield	5	0.76%
Other
Oppenheimer Government Money Market Fund Class Y	OMYXX		Other	0	0%

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