Brainworks Software 401K Profit Sharing Plan & 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
Franklin Rising Dividends Fund Class A	FRDPX	C	U.S. All Cap	15	0.93%
American Century Global Growth Fund A Class	AGGRX	D	U.S. All Cap	16	1.34%
U.S. Equities - Growth
BlackRock Capital Appreciation Fund Investor A Shares	MDFGX	C--	U.S. Large Cap - Growth	20	1.09%
Nuveen Mid Cap Growth Opportunities Fund Class A	FRSLX	D-	U.S. Mid Cap - Growth	22	1.29%
Alger Small Cap Growth Institutional Fund Class I	ALSRX	F-	U.S. Mid Cap - Growth	25	1.25%
U.S. Equities - Value
AB Equity Income Fund Class A	AUIAX	B++	U.S. Mega Cap - Value	14	1.07%
American Century Income and Growth Fund Class A	AMADX	C++	U.S. Large Cap - Value	15	0.92%
Putnam Equity Income Fund Class A	PEYAX	B++	U.S. Large Cap - Value	15	1.02%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Global & Intl. Equity
Federated International Leaders Fund Class A Shares	FGFAX	D+	Europe	15	1.36%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Deutsche Global High Income Fund Class S	SGHSX	C++	Bond - U.S. High Yield	4	0.82%

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