Liberty Healthcare Services 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
Neuberger Berman Socially Responsive Fund Class A	NRAAX	B	U.S. All Cap	15	1.09%
JPMorgan U.S. Equity Fund Class A	JUEAX	D	U.S. Large Cap	16	0.97%
The Hartford MidCap Fund Class R4	HFMSX	F+	U.S. Mid Cap	18	1.17%
Sentinel Small Company Fund Class A	SAGWX	A+	U.S. Small Cap	20	1.21%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class T	FNITX	C--	U.S. Large Cap - Growth	19	1.18%
Alger Capital Appreciation Fund Class A	ACAAX	D--	U.S. All Cap - Growth	21	1.26%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class A	TEDIX	B++	U.S. Large Cap - Value	15	1.28%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
John Hancock Funds Disciplined Value Mid Cap Fund Class R2	JVMSX	D++	U.S. Mid Cap - Value	20	1.27%
Specialty
Principal Global Real Estate Securities Fund Class A	POSAX	B++	U.S. Real Estate	15	1.37%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Century Government Bond Fund Class A	ABTAX	C-	Bond - Multi Sector	2	0.72%
Pioneer Bond Fund Class A	PIOBX	B	Bond - U.S. Corporate	3	0.85%
PIMCO Emerging Markets Bond Fund Class A	PAEMX	C+	Bond - Emerging Market	5	1.25%

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