A&E Incorporated 401(K) Profit Sharing Plan And Trust

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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
Janus Balanced Fund Class T	JABAX	C-	U.S. Mega Cap	10	0.83%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Loomis Sayles Strategic Income Fund Class Y	NEZYX	A	U.S. All Cap	4	0.7%
American Century Investments One Choice In Retirement Portfolio Institutional Class	ATTIX	C	U.S. All Cap	8	0.01%
American Century Investments One Choice 2040 Portfolio Institutional Class	ARDSX	C	U.S. All Cap	10	0.01%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class I	MLAIX	D--	U.S. Large Cap - Growth	21	0.77%
Prudential Jennison Mid Cap Growth Fund Class Z	PEGZX	D-	U.S. Mid Cap - Growth	22	0.77%
BlackRock Small Cap Growth Equity Portfolio Institutional Shares	PSGIX	C--	U.S. Small Cap - Growth	23	0.82%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class Z	MDISX	B++	U.S. All Cap - Value	15	0.98%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
Victory RS Partners Fund Class Y	RSPYX	B++	U.S. Small Cap - Value	24	1.11%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%

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