Stratford Schools 401(K) Plan

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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice: Name Ticker Action Date   US Cash / Money Market USCASH was removed by tbickel 7/9/2018 BlackRock Global Allocation Fund, Inc. Investor A Shares MDLOX was removed by tbickel 7/9/2018 BlackRock Global Allocation Fund, Inc. Institutional Shares MALOX was added by tbickel 7/9/2018 Remove Pioneer Bond Fund Class Y PICYX was added by tbickel 7/9/2018 Remove Pioneer Bond Fund Class A PIOBX was removed by tbickel 7/9/2018 BlackRock Ready Assets Prime Money Fund MRAXX was removed by tbickel 7/9/2018 BlackRock S&P 500 Index Fund Institutional Shares MASRX was removed by tbickel 7/9/2018 Janus Enterprise Fund Class A JDMAX was added by tbickel 9/8/2016 Remove Victory Sycamore Small Company Opportunity Fund Class A SSGSX was added by tbickel 9/8/2016 Remove Janus Triton Fund Class I JSMGX was added by tbickel 9/8/2016 Remove Lazard International Strategic Equity Portfolio Open Shares LISOX was added by tbickel 9/8/2016 Remove QS Global Equity Fund Class A CFIPX was added by tbickel 9/8/2016 Remove JPMorgan SmartRetirement 2050 Fund Class A Shares JTSAX was added by tbickel 9/8/2016 Remove Invesco Equity and Income Fund Class A ACEIX was added by tbickel 9/8/2016 Remove MFS Conservative Allocation Fund Class A MACFX was added by tbickel 9/8/2016 Remove MFS Value Fund Class A MEIAX was added by tbickel 9/8/2016 Remove BlackRock S&P 500 Index Fund Institutional Shares MASRX was added by tbickel 9/8/2016 JPMorgan U.S. Equity Fund Class A JUEAX was added by tbickel 9/8/2016 Remove Alger Capital Appreciation Fund Class A ACAAX was added by tbickel 9/8/2016 Remove MFS Mid Cap Value Fund Class A MVCAX was added by tbickel 9/8/2016 Remove JPMorgan Intrepid Mid Cap Fund Class A PECAX was added by tbickel 9/8/2016 Remove BlackRock Ready Assets Prime Money Fund MRAXX was added by tbickel 9/8/2016 Pioneer Bond Fund Class A PIOBX was added by tbickel 9/8/2016 Eaton Vance High Income Opportunities Fund Class A ETHIX was added by tbickel 9/8/2016 Remove JPMorgan SmartRetirement Income Fund Class A Shares JSRAX was added by tbickel 9/8/2016 Remove JPMorgan SmartRetirement 2020 Fund Class A Shares JTTAX was added by tbickel 9/8/2016 Remove JPMorgan SmartRetirement 2030 Fund Class A Shares JSMAX was added by tbickel 9/8/2016 Remove BlackRock Global Allocation Fund, Inc. Investor A Shares MDLOX was added by tbickel 9/8/2016 JPMorgan SmartRetirement 2040 Fund Class A Shares SMTAX was added by tbickel 9/8/2016 Remove US Cash / Money Market USCASH was added by tbickel 9/8/2016

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