Unified Grocers, Inc. Sheltered Savings 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
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	7	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
APEXcm Small/Mid Cap Growth Fund	APSGX	A--	U.S. Small Cap - Growth	21	0%
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
Eagle Small Cap Growth Fund Class R6	HSRUX	D--	U.S. Small Cap - Growth	23	0.68%
U.S. Equities - Value
Diamond Hill Large Cap Fund Class Y	DHLYX	C++	U.S. Large Cap - Value	15	0.66%
John Hancock Funds Disciplined Value Fund Class R6	JDVWX	B++	U.S. All Cap - Value	17	0.73%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6	JVMRX	D++	U.S. Mid Cap - Value	20	0.8%
Vulcan Value Partners Small Cap Fund	VVPSX	A++	U.S. Small Cap - Value	26	1.25%
Specialty
Cohen & Steers Institutional Realty Shares	CSRIX	B++	U.S. Real Estate	17	0.75%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
Metropolitan West Low Duration Bond Fund Class Institutional	MWLIX	C	Bond - U.S. Mortgages	1	0.37%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Other
Fidelity Investments Money Market Funds Government Portfolio Class I	FIGXX		Other	0	0%

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