Cpsg Partners Llc 401k 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%
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Voya Global Equity Fund Class A	NAWGX	C	U.S. All Cap	12	1.36%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Amana Mutual Funds Trust Income Fund Investor	AMANX	D	U.S. All Cap	14	1.14%
Vanguard 500 Index Fund Investor Class	VFINX	C	U.S. Large Cap	15	0.17%
Vanguard Mid-Cap Index Fund Investor Shares	VIMSX	C+	U.S. Mid Cap	16	0.24%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Virtus Equity Trend Fund Class A	VAPAX	D	U.S. All Cap	7	1.62%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
T. Rowe Price Capital Appreciation Fund Advisor Class	PACLX	B	U.S. All Cap	10	1.02%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	C	U.S. All Cap	10	1.05%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Oppenheimer Global Opportunities Fund Class A	OPGIX	C-	U.S. Mid Cap - Growth	21	1.21%
BlackRock Focus Growth Fund Investor A Shares	MDFOX	D--	U.S. Large Cap - Growth	21	1.63%
American Century Heritage Fund Investor Class	TWHIX	C-	U.S. Mid Cap - Growth	22	1%
Ivy Science And Technology Fund Class A	WSTAX	C--	U.S. All Cap - Growth	22	1.26%
Delaware Smid Cap Growth Fund Class A	DFCIX	F-	U.S. Mid Cap - Growth	28	1.19%
U.S. Equities - Value
Nuveen Santa Barbara Dividend Growth Fund Class A	NSBAX	D++	U.S. Mega Cap - Value	13	1.03%
Ave Maria Rising Dividend Fund	AVEDX	C++	U.S. Large Cap - Value	15	0.97%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Victory Sycamore Established Value Fund Class A	VETAX	C++	U.S. Mid Cap - Value	19	1.04%
Fidelity Advisor Stock Selector Mid Cap Fund Class A	FMCDX	C++	U.S. Mid Cap - Value	19	0.92%
Ariel Fund Investor Class	ARGFX	A++	U.S. Mid Cap - Value	20	1.03%
Royce Small-Cap Value Fund Class R	RVVRX	B++	U.S. Small Cap - Value	22	1.83%
Franklin Small Cap Value Fund Advisor Class	FVADX	F++	U.S. Small Cap - Value	24	0.89%
American Funds The Income Fund of America Class R-4	RIDEX	B++	U.S. Mega Cap - Value	9	0.64%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
T. Rowe Price Government Money Fund	PRRXX	C	U.S. Cash / Money Market	0	0%
Deutsche Floating Rate Fund Class A	DFRAX	B++	Bond - U.S. High Yield	2	1.07%
Virtus Multi-Sector Intermediate Bond Fund Class A	NAMFX	C++	Bond - U.S. High Yield	2	1.1%
Voya Intermediate Bond Fund Class A	IIBAX	B-	Bond - Multi Sector	3	0.7%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
Other
Voya Global Real Estate Fund Class A	IGLAX		Other	0	1.24%

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