Ernest Health Inc. 401(K) 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
MFS Massachusetts Investors Trust Class R3	MITHX	B	U.S. Large Cap	14	0.72%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class A	FNIAX	C--	U.S. Large Cap - Growth	19	0.94%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
U.S. Equities - Value
AllianzGI NFJ Dividend Value Fund Class A	PNEAX	C++	U.S. Mega Cap - Value	13	1.05%
JPMorgan Mid Cap Value Fund Class A	JAMCX	C++	U.S. Mid Cap - Value	19	1.23%
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Fidelity Advisor Small Cap Value Fund Class A	FCVAX	A++	U.S. Small Cap - Value	25	1.36%
Specialty
Prudential Global Real Estate Fund Class A	PURAX	B++	U.S. Real Estate	15	1.26%
Global & Intl. Equity
Fidelity Advisor International Discovery Fund Class A	FAIDX	B-	International Large Cap - Growth	15	1.33%
Invesco Developing Markets Fund Class A	GTDDX	C	Emerging Markets	15	1.38%
Columbia Acorn International Fund Class A	LAIAX	A-	International Large Cap - Growth	15	1.23%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Loomis Sayles Bond Fund Admin Class	LBFAX	A	Bond - U.S. Corporate	4	1.18%
Other
Nuveen Mid Cap Index Fund Class A	FDXAX		Other	0	0.73%

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