Bayview Asset Management, Llc 401(K) 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 Balanced Fund Class I	IYBIX	B	U.S. All Cap	10	0.88%
Ivy Asset Strategy Fund Class I	IVAEX	B	U.S. All Cap	11	0.73%
American Funds Capital World Growth and Income Fund Class R-4	RWIEX	C	U.S. Large Cap	14	0.8%
American Funds Invmt Co of Amer R4	RICEX	C	U.S. Large Cap	14	0.65%
BlackRock S&P 500 Index Fund Institutional Shares	BSPIX	C	U.S. Large Cap	15	0.23%
American Funds AMCAP Fund Class R-4	RAFEX	D	U.S. Large Cap	15	0.72%
Columbia Contrarian Core Fund Class R4	CORRX	C	U.S. Large Cap	16	0.89%
Janus Enterprise Fund Class A	JDMAX	F+	U.S. Mid Cap	16	1.09%
JPMorgan Intrepid Mid Cap Fund Class A	PECAX	F+	U.S. Mid Cap	17	1.16%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-4	RSLEX	A-	U.S. Mid Cap - Growth	16	1.07%
American Funds New Perspective Fund Class R-4	RNPEX	A--	U.S. All Cap - Growth	17	0.8%
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
JPMorgan Intrepid Growth Fund Class R5	JGIRX	B--	U.S. All Cap - Growth	19	0.71%
T. Rowe Price Extended Equity Market Index Fund	PEXMX	A--	U.S. Small Cap - Growth	20	0.4%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
ClearBridge Small Cap Growth Fund Class A	SASMX	A--	U.S. Small Cap - Growth	22	1.24%
U.S. Equities - Value
Delaware Value Fund Institutional Class	DDVIX	F++	U.S. Mega Cap - Value	15	0.77%
John Hancock Funds Disciplined Value Fund Class R2	JDVPX	B++	U.S. All Cap - Value	17	1.32%
MFS Mid Cap Value Fund Class R4	MVCJX	C++	U.S. Mid Cap - Value	17	0.98%
Invesco Comstock Fund R5 Class	ACSHX	B++	U.S. All Cap - Value	20	0.49%
Dreyfus Small Cap Stock Index Fund Investor Shares	DISSX	B++	U.S. Small Cap - Value	23	0.5%
Undiscovered Managers Behavioral Value Fund Class A	UBVAX	B++	U.S. Small Cap - Value	28	1.35%
Specialty
Deutsche Enhanced Commodity Strategy Fund Class A	SKNRX	A++	Commodities	12	1.31%
Principal Real Estate Securities Fund Institutional Class	PIREX	C++	U.S. Real Estate	18	0.88%
Global & Intl. Equity
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	13	0.83%
MFS Global Equity Fund Class A	MWEFX	A+	Europe	14	1.29%
MainStay ICAP International Fund Class I	ICEUX	D+	Europe	14	0.95%
Invesco European Growth Fund Class A	AEDAX	B+	Europe	14	1.39%
BlackRock International Index Fund Investor A Shares	MDIIX	B-	International Large Cap	14	0.6%
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer International Growth Fund Class Y	OIGYX	B-	International Large Cap - Growth	16	0.9%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Oppenheimer International Bond Fund Class Y	OIBYX	F++	International Small Cap	7	0.74%
Bonds
Prudential Short-Term Corporate Bond Fund Class Z	PIFZX	B-	Bond - Multi Sector	1	0.51%
Victory INCORE Fund for Income Class A	IPFIX	C-	U.S. Treasury - Short / Intermediate	1	0.93%
Pioneer Bond Fund Class A	PIOBX	B	Bond - U.S. Corporate	3	0.85%
JPMorgan Government Bond Fund Class A	OGGAX	C--	U.S. Treasury - Intermediate / Long	3	0.74%
AB High Income Fund Class I	AGDIX	A++	Bond - U.S. High Yield	4	0.53%
BlackRock Inflation Protected Bond Fund Institutional Shares	BPRIX	C+	U.S. Treasury - TIPS	4	0.44%

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