Grande Communications Employees Savings 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
MFS Growth Allocation Fund Class R2	MGALX	C	U.S. All Cap	11	0.59%
MFS Lifetime 2040 Fund Class R2	MLFGX	B	U.S. All Cap	11	0.5%
MFS Massachusetts Investors Trust Class R2	MIRTX	B	U.S. Large Cap	14	0.97%
Columbia Large Cap Index Fund Class A	NEIAX	C	U.S. Large Cap	15	0.45%
MFS Lifetime 2020 Fund Class R2	MFLGX	B	U.S. All Cap	4	0.5%
MFS Lifetime Income Fund Class R2	MLLGX	B	U.S. All Cap	4	0.5%
MFS Conservative Allocation Fund Class R2	MCARX	C	U.S. All Cap	6	0.57%
MFS Lifetime 2030 Fund Class R2	MLTGX	B	U.S. All Cap	8	0.5%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3	RNPCX	A--	U.S. All Cap - Growth	17	1.11%
T. Rowe Price Blue Chip Growth Fund Class R	RRBGX	D--	U.S. Large Cap - Growth	21	1.25%
Columbia Seligman Communications and Information Fund Class A	SLMCX	A--	U.S. All Cap - Growth	24	1.41%
Lord Abbett Developing Growth Fund Class R3	LADRX	F--	U.S. Small Cap - Growth	30	1.26%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class R	DDFRX	D++	U.S. All Cap - Value	15	1.11%
Fidelity Advisor Stock Selector Mid Cap Fund Class T	FMCAX	D++	U.S. Mid Cap - Value	19	1.13%
JPMorgan Market Expansion Enhanced Index Fund Class R2	JMEZX	D++	U.S. Mid Cap - Value	21	0.93%
Invesco Small Cap Value Fund Class A	VSCAX	A++	U.S. Mid Cap - Value	28	1.11%
MFS Total Return Fund Class R2	MTRRX	B++	U.S. Mega Cap - Value	9	1%
Global & Intl. Equity
American Funds International Growth and Income Fund Class R-1	RIGAX	A-	International Large Cap	14	1.35%
Oppenheimer International Growth Fund Class R	OIGNX	B-	International Large Cap - Growth	16	1.44%
Bonds
Guaranteed Interest Account		C	U.S. Cash / Money Market	0	0%
BlackRock Total Return Fund Institutional Shares	MAHQX	B-	Bond - Multi Sector	3	0.73%
Goldman Sachs Bond Fund Service	GSNSX	B-	Bond - Multi Sector	4	1%

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