Inc Research Savings And 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
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
MFS Massachusetts Investors Trust Class R3	MITHX	B	U.S. Large Cap	14	0.72%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
U.S. Equities - Growth
Conestoga Small Cap Fund Investors Class	CCASX	C--	U.S. Small Cap - Growth	18	1.1%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I	MPEGX	F-	U.S. Mid Cap - Growth	35	0.7%
U.S. Equities - Value
Invesco Diversified Dividend Fund Investor Class	LCEIX	D++	U.S. All Cap - Value	15	0.86%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Fidelity Small Cap Discovery Fund	FSCRX	B++	U.S. Mid Cap - Value	20	1.01%
American Beacon Small Cap Value Fund Class Institutional	AVFIX	D++	U.S. Small Cap - Value	25	0.82%
Global & Intl. Equity
Fidelity Global ex U.S. Index	FSGGX	A-	International Large Cap	14	0.1%
Harbor International Fund Institutional Class	HAINX	A-	International Large Cap	15	0.74%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	3	0.72%

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