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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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
MFS Massachusetts Investors Growth Stock Fund Class R2	MIRGX	C-	U.S. Mega Cap	15	1%
Sentinel Small Company Fund Class A	SAGWX	A+	U.S. Small Cap	20	1.21%
American Funds American Balanced Fund Class R-3	RLBCX	C	U.S. Large Cap	9	0.94%
U.S. Equities - Growth
Franklin Growth Series Class R	FGSRX	B--	U.S. All Cap - Growth	17	1.16%
Goldman Sachs Growth Opportunities Fund Class A	GGOAX	D-	U.S. Mid Cap - Growth	20	1.35%
Columbia Global Technology Growth Fund Class A	CTCAX	D--	U.S. All Cap - Growth	23	1.46%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class A	LCEAX	D++	U.S. Large Cap - Value	15	0.86%
Columbia Global Equity Value Fund Class A	IEVAX	F++	U.S. Large Cap - Value	16	1.18%
Transamerica Small/Mid Cap Value Fund Class A	IIVAX	B++	U.S. Mid Cap - Value	19	1.38%
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
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
Oppenheimer International Diversified Fund Class A	OIDAX	B-	International Large Cap - Growth	14	0.68%
Aberdeen Emerging Markets Fund Class A	GEGAX	B	Emerging Markets	18	1.43%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Low Duration Fund Class R	PLDRX	C+	U.S. Treasury - TIPS	1	1.05%
Lord Abbett Short Duration Income Fund Class A	LALDX	B++	Bond - U.S. High Yield	1	0.58%
PIMCO Total Return Fund Class R	PTRRX	B-	Bond - Multi Sector	3	1.1%
Putnam U.S. Government Income Fund Class A	PGSIX	C--	U.S. Treasury - Long	3	0.87%
Loomis Sayles Bond Fund Admin Class	LBFAX	A	Bond - U.S. Corporate	4	1.18%
Other
Invesco Select Companies Fund Class A	ATIAX		Other	0	1.16%
Invesco Gold and Precious Metals Fund Class A	IGDAX		Other	0	1.45%
AB 2015 Retirement Strategy Class A	LTEAX		Other	0	0.94%
AllianceBern 2025 Retirement Strat A	LTIAX		Other	0	1%
AB 2035 Retirement Strategy Class A	LTKAX		Other	0	1.02%
HighMark NYSE ArcaTech 100 Index A	PPTIX		Other	0	1.08%
Federated Automated Cash Management Trust Class R Shares	ACKXX		Other	0	0%

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