Swiss Post Solutions Inc 401K 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
JPMorgan SmartRetirement 2035 Fund Class A Shares	SRJAX	C	U.S. All Cap	11	0.29%
JPMorgan SmartRetirement 2040 Fund Class A Shares	SMTAX	C	U.S. All Cap	13	0.29%
JPMorgan SmartRetirement 2055 Fund Class A Shares	JFFAX	C	U.S. All Cap	14	1.25%
JPMorgan SmartRetirement 2050 Fund Class A Shares	JTSAX	C	U.S. All Cap	14	0.29%
JPMorgan SmartRetirement 2045 Fund Class A Shares	JSAAX	C	U.S. All Cap	14	0.29%
BlackRock S&P 500 Index Fund Institutional Shares	BSPIX	C	U.S. Large Cap	15	0.23%
JPMorgan SmartRetirement Income Fund Class A Shares	JSRAX	C	U.S. All Cap	5	0.27%
JPMorgan SmartRetirement 2020 Fund Class A Shares	JTTAX	C	U.S. All Cap	6	0.28%
JPMorgan SmartRetirement 2025 Fund Class A Shares	JNSAX	C	U.S. All Cap	8	0.29%
JPMorgan SmartRetirement 2030 Fund Class A Shares	JSMAX	C	U.S. All Cap	9	0.29%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	C	U.S. All Cap	10	1.05%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class T	FNITX	C--	U.S. Large Cap - Growth	19	1.18%
Ivy Mid Cap Growth Fund Class Y	WMGYX	B-	U.S. Mid Cap - Growth	20	1.23%
Voya SmallCap Opportunities Fund Class A	NSPAX	D--	U.S. Small Cap - Growth	22	1.41%
Alger Spectra Fund Class A	SPECX	F--	U.S. All Cap - Growth	23	1.3%
U.S. Equities - Value
RidgeWorth Ceredex Mid-Cap Value Equity Fund A Shares	SAMVX	B++	U.S. Large Cap - Value	16	1.35%
Dreyfus Strategic Value Fund Class A	DAGVX	B++	U.S. All Cap - Value	18	0.98%
Nationwide Mid Cap Market Index Fund Class A	GMXAX	D++	U.S. Mid Cap - Value	19	0.68%
Global & Intl. Equity
MFS International Value Fund Class A	MGIAX	C-	International Large Cap - Growth	13	1.08%
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
Delaware Emerging Markets Fund Class A	DEMAX	C	Emerging Markets	19	1.71%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Pioneer Bond Fund Class A	PIOBX	B	Bond - U.S. Corporate	3	0.85%
Hartford Inflation Plus Fund Class R4	HIPSX	B+	U.S. Treasury - TIPS	3	0.9%
Delaware Diversified Income Fund Class A	DPDFX	B-	Bond - Multi Sector	3	0.9%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Dreyfus High Yield Fund Class A	DPLTX	C++	Bond - U.S. High Yield	3	0.95%
Other
JPMorgan SmartRetirement 2015 Fund Class A Shares	JSFAX		Other	0	0.28%
Oppenheimer Limited-Term Bond Fund Class A	OUSGX		Other	0	0.9%
Oppenheimer Equity Income Fund Class A	OAEIX		Other	0	1.01%
BlackRock Ready Assets Prime Money Fund	MRAXX		Other	0	0%

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