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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 2035 Target Date Retirement Fund Class R-3	RCFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-3	RCKTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-3	RCHTX	C	U.S. All Cap	13	0%
First Eagle Fund of America Class A	FEFAX	C	U.S. Large Cap	14	1.41%
MFS Massachusetts Investors Growth Stock Fund Class A	MIGFX	C-	U.S. Mega Cap	15	0.74%
American Funds AMCAP Fund Class R-3	RAFCX	D	U.S. Large Cap	15	1.03%
Janus Enterprise Fund Class A	JDMAX	F+	U.S. Mid Cap	16	1.09%
JPMorgan U.S. Equity Fund Class A	JUEAX	D	U.S. Large Cap	16	0.97%
Putnam Dynamic Asset Allocation Conservative Fund Class A	PACAX	C	U.S. Large Cap	6	1.05%
John Hancock Funds Retirement Living through 2010 Portfolio Class A	JLAAX	B	U.S. All Cap	6	0.59%
American Funds 2015 Target Date Retirement Fund Class R-3	RCJTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-3	RCCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-3	RCDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-3	RCETX	C	U.S. All Cap	9	0%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	C	U.S. All Cap	10	1.05%
U.S. Equities - Growth
Janus Triton Fund Class A	JGMAX	B--	U.S. Small Cap - Growth	19	1.11%
MFS Technology Fund Class A	MTCAX	F--	U.S. All Cap - Growth	23	1.36%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
MFS Value Fund Class A	MEIAX	C++	U.S. Mega Cap - Value	14	0.92%
Delaware Value Fund Class A	DDVAX	F++	U.S. Mega Cap - Value	15	1.01%
John Hancock Funds Disciplined Value Mid Cap Fund Class R2	JVMSX	D++	U.S. Mid Cap - Value	20	1.27%
Global & Intl. Equity
Thornburg Global Opportunities Fund Class R4	THOVX	A++	International Small Cap	14	1.4%
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
Bonds
Pioneer Bond Fund Class A	PIOBX	B	Bond - U.S. Corporate	3	0.85%
Transamerica Flexible Income Fund Class A	IDITX	C	Bond - U.S. Corporate	3	0.95%

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