Mass Audio Visual Equipment Corp. Profit Sharing 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
Ivy Asset Strategy Fund Class A	WASAX	B	U.S. All Cap	11	0.96%
T. Rowe Price Retirement 2030 Fund Class R	RRTCX	C	U.S. All Cap	11	0.5%
T. Rowe Price Retirement 2040 Fund Class R	RRTDX	C	U.S. All Cap	13	0.5%
T. Rowe Price Retirement 2050 Fund Class R	RRTFX	C	U.S. All Cap	14	0.5%
BlackRock S&P 500 Index Fund Investor A Shares	BSPAX	C	U.S. Large Cap	15	0.48%
T. Rowe Price Retirement 2010 Fund Class R	RRTAX	C	U.S. All Cap	7	0.5%
T. Rowe Price Retirement 2020 Fund Class R	RRTBX	C	U.S. All Cap	8	0.5%
U.S. Equities - Growth
Oppenheimer Global Opportunities Fund Class A	OPGIX	C-	U.S. Mid Cap - Growth	21	1.21%
U.S. Equities - Value
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
Global & Intl. Equity
Columbia Emerging Markets Fund Class A Shares	EEMAX	B	Emerging Markets	19	1.75%
PIMCO All Asset Fund Class A	PASAX	A++	International Small Cap	7	0.57%
Bonds
Columbia Short Term Bond Fund Class A	NSTRX	B-	Bond - Multi Sector	1	0.8%
BlackRock Total Return Fund Investor A Shares	MDHQX	B-	Bond - Multi Sector	3	1.04%
Ivy High Income Fund Class A	WHIAX	A++	Bond - U.S. High Yield	4	0.93%
Other
Oppenheimer Commodity Strategy Total Return Fund Class A	QRAAX		Other	0	1.44%
Oppenheimer Equity Income Fund Class A	OAEIX		Other	0	1.01%
American Funds U.S. Government Money Market Fund Class R-2	RABXX		Other	0	0%

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