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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 Capital World Growth and Income Fund Class R-3	RWICX	C	U.S. Large Cap	14	1.09%
American Funds Fundamental Investors Class R-3	RFNCX	C	U.S. Large Cap	15	0.96%
Lord Abbett Value Opportunities Fund Class A	LVOAX	F+	U.S. Mid Cap	19	1.28%
U.S. Equities - Growth
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
Columbia Seligman Global Technology Fund Class A	SHGTX	A--	U.S. All Cap - Growth	24	1.5%
Lord Abbett Developing Growth Fund Class A	LAGWX	F--	U.S. Small Cap - Growth	30	1.11%
U.S. Equities - Value
MFS Utilities Fund Class R3	MMUHX	F++	U.S. Mega Cap - Value	13	1%
American Funds Washington Mutual Investors Fund Class R-3	RWMCX	D++	U.S. Mega Cap - Value	14	0.95%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A Shares	SAMVX	B++	U.S. Large Cap - Value	16	1.35%
Ivy Global Natural Resources Fund Class Y	IGNYX	D++	U.S. All Cap - Value	19	1.33%
Victory Sycamore Small Company Opportunity Fund Class A	SSGSX	D++	U.S. Small Cap - Value	22	1.34%
Specialty
Invesco Real Estate Fund Class A	IARAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
Thornburg International Value Fund Class R3	TGVRX	A+	Europe	14	1.45%
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%
JPMorgan Core Bond Fund Class A	PGBOX	B-	Bond - Multi Sector	3	0.75%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Franklin High Income Fund Class A	FHAIX	C++	Bond - U.S. High Yield	5	0.76%

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