Bdo Usa, Llp Retirement 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
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	15	0.09%
U.S. Equities - Growth
Goldman Sachs Growth Opportunities Fund Institutional Class	GGOIX	D-	U.S. Mid Cap - Growth	20	0.95%
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. All Cap - Growth	25	0.65%
U.S. Equities - Value
Dodge & Cox Balanced Fund	DODBX	A++	U.S. All Cap - Value	12	0.53%
AMG Yacktman Fund Class I	YACKX	A++	U.S. Large Cap - Value	13	0.74%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
BlackRock Natural Resources Trust Investor A Shares	MDGRX	B++	U.S. All Cap - Value	23	1.07%
Invesco Small Cap Value Fund Class A	VSCAX	A++	U.S. Mid Cap - Value	28	1.11%
Global & Intl. Equity
Permanent Portfolio Permanent Portfolio Class I	PRPFX	B++	International Small Cap	11	0.72%
MFS International New Discovery Fund Class R4	MIDJX	D++	International Small Cap	12	1.14%
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Investment-Grade Fund Investor Shares	VFSTX	B-	Bond - Multi Sector	1	0.2%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%

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