Marley Drug

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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
JPMorgan SmartRetirement 2035 Fund Class R2 Shares	SRJZX	C	U.S. All Cap	11	0.54%
JPMorgan SmartRetirement 2040 Fund Class R2 Shares	SMTZX	C	U.S. All Cap	13	0.54%
American Funds Capital World Growth and Income Fund Class A	CWGIX	C	U.S. Large Cap	13	0.8%
JPMorgan SmartRetirement 2045 Fund Class R2 Shares	JSAZX	C	U.S. All Cap	14	0.54%
JPMorgan SmartRetirement 2050 Fund Class R2 Shares	JTSZX	C	U.S. All Cap	14	0.54%
JPMorgan SmartRetirement 2055 Fund Class R2 Shares	JFFRX	C	U.S. All Cap	14	0.54%
Neuberger Berman Socially Responsive Fund Class R3	NRARX	B	U.S. All Cap	15	1.3%
MM S&P 500 Index Fund Class R3	MMINX	C	U.S. Large Cap	15	0.95%
MFS Blended Research Core Equity Fund Class R2	MUESX	C	U.S. Large Cap	15	1.11%
ClearBridge Mid Cap Fund Class R	LMREX	D+	U.S. Mid Cap	17	1.52%
JPMorgan SmartRetirement Income Fund Class R2 Shares	JSIZX	C	U.S. All Cap	5	0.52%
JPMorgan SmartRetirement 2020 Fund Class R2 Shares	JTTZX	C	U.S. All Cap	6	0.53%
JPMorgan SmartRetirement 2025 Fund Class R2 Shares	JNSZX	C	U.S. All Cap	8	0.54%
JPMorgan SmartRetirement 2030 Fund Class R2 Shares	JSMZX	C	U.S. All Cap	9	0.54%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class R3	MEFNX	B-	U.S. Mid Cap - Growth	17	1.65%
Franklin Growth Series Class R	FGSRX	B--	U.S. All Cap - Growth	17	1.16%
Invesco Small Cap Growth Fund Class R	GTSRX	B--	U.S. Small Cap - Growth	25	1.46%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-1	RWMAX	F++	U.S. Mega Cap - Value	14	1.39%
BlackRock Equity Dividend Fund R Shares	MRDVX	D++	U.S. All Cap - Value	16	1.28%
JPMorgan Small Cap Value Fund Class R2	JSVZX	C++	U.S. Small Cap - Value	27	1.49%
Specialty
Fidelity Advisor Real Estate Fund Class T	FHETX	C++	U.S. Real Estate	17	1.38%
Global & Intl. Equity
The Hartford International Opportunities Fund Class R3	IHORX	B-	International Large Cap - Growth	15	1.46%
Delaware Emerging Markets Fund Class R	DEMRX	C	Emerging Markets	19	1.96%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Century Investments Ginnie Mae Fund Class R	AGMWX	C	Bond - U.S. Mortgages	1	1.05%
AB Global Bond Fund Class R	ANARX	C	Bond - U.S. Corporate	2	1.28%
PIMCO Income Fund Class R	PONRX	A+	Bond - Emerging Market	2	1.1%
Goldman Sachs High Yield Fund Class R	GSHRX	C++	Bond - U.S. High Yield	4	1.31%
Other
Columbia Global Energy And Natural Resources Fund Class Z	UMESX		Other	0	1.07%

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