SBA 401(k) 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
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Great-West T. Rowe Price Mid Cap Growth Fund Initial Class	MXMGX	F+	U.S. Mid Cap	16	1.03%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
Janus Triton Fund Class N	JGMNX	B--	U.S. Small Cap - Growth	19	0.68%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class R6	LCEFX	D++	U.S. All Cap - Value	15	0.48%
Wells Fargo Special Mid Cap Value Fund - Class R6	WFPRX	C++	U.S. Mid Cap - Value	18	0.81%
Specialty
Vanguard REIT Index Fund Admiral Shares	VGSLX	B++	U.S. Real Estate	18	0.1%
Global & Intl. Equity
Vanguard Developed Markets Index Fund Admiral Shares	VTMGX	A-	International Large Cap	14	0.09%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	C	Emerging Markets	17	0.15%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Prudential Total Return Bond Fund Class Z	PDBZX	B-	Bond - Multi Sector	4	0.6%

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