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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
Goldman Sachs Growth Strategy Portfolio Class A	GGSAX	C	U.S. All Cap	12	0.6%
American Funds Capital World Growth and Income Fund Class F-1	CWGFX	C	U.S. Large Cap	13	0.82%
Vanguard Global Equity Fund Investor Shares	VHGEX	C	U.S. All Cap	15	0.61%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
John Hancock Fundamental Large Cap Core Fund Class A	TAGRX	B	U.S. All Cap	17	1.1%
Victory Munder Mid-Cap Core Growth Fund Class A	MGOAX	F+	U.S. Mid Cap	19	1.32%
PIMCO StocksPLUS Small Fund Class A	PCKAX	C+	U.S. Small Cap	24	1.09%
Goldman Sachs Balanced Strategy Portfolio Class A	GIPAX	C	U.S. Large Cap	7	0.6%
Vanguard Wellington Fund Investor Shares	VWELX	B	U.S. Large Cap	10	0.26%
Goldman Sachs Growth and Income Strategy Portfolio Class A	GOIAX	C	U.S. All Cap	10	0.6%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Specialty
Neuberger Berman Real Estate Fund Class A	NREAX	B++	U.S. Real Estate	17	0%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
PIMCO All Asset Fund Class A	PASAX	A++	International Small Cap	7	0.57%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Class A	PTLAX	C+	U.S. Treasury - TIPS	1	0.8%
PIMCO GNMA Fund Class A	PAGNX	C	Bond - U.S. Mortgages	2	0.9%
John Hancock Focused High Yield Fund Class A	JHHBX	B++	Bond - U.S. High Yield	4	0.97%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Other
Keeley Small Cap Value Fund Class A	KSCVX		Other	0	1.36%

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