Allied Universal 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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2060 Fund	TRRLX	C	U.S. All Cap	14	0%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
American Funds AMCAP Fund Class R-6	RAFGX	D	U.S. Large Cap	15	0.37%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B+	U.S. Small Cap	19	0.08%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
American Funds Balanced Portfolio Class R-6	RBAGX	C	U.S. All Cap	9	0.04%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Franklin Small Cap Growth Fund Class R6	FSMLX	B--	U.S. Small Cap - Growth	20	0%
Pioneer Select Mid Cap Growth Fund Class R	PGRRX	C-	U.S. Mid Cap - Growth	23	1.52%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
American Century Mid Cap Value Fund Institutional Class	AVUAX	D++	U.S. All Cap - Value	16	0.8%
Undiscovered Managers Behavioral Value Fund Institutional Class	UBVLX	B++	U.S. Small Cap - Value	28	1%
Specialty
Nuveen Real Estate Securities Fund Class R6	FREGX	C++	U.S. Real Estate	17	0.88%
Global & Intl. Equity
Oppenheimer International Diversified Fund Class I	OIDIX	B-	International Large Cap - Growth	14	0.21%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
MassMutual Guaranteed Interest Account		C	U.S. Cash / Money Market	0	0%
Ivy High Income Fund Class R6	IHIFX	A++	Bond - U.S. High Yield	4	1.07%
Western Asset Core Plus Bond Fund Class I	WACPX	C	Bond - U.S. Corporate	4	0.51%

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