Pershing Llc Profit Sharing 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
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
U.S. Equities - Growth
First Trust SSI Strategic Convertible Securities ETF	FCVT	B-	U.S. Mid Cap - Growth	19	0%
U.S. Equities - Value
First Trust Morningstar Dividend Leaders Index	FDL	D++	U.S. Large Cap - Value	15	0.45%
First Trust North American Energy Infrastructure Fund	EMLP	C++	U.S. All Cap - Value	16	0.95%
Belden Inc.	BDC	F++	U.S. Small Cap - Value	41	0%
Specialty
SPDR Gold Shares	GLD	D--	Gold	17	0.4%
Global & Intl. Equity
American Funds International Growth and Income Fund Class F-2	IGFFX	A-	International Large Cap	14	0.7%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
First Trust Senior Loan ETF	FTSL	A-	Pacific ex-Japan	3	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
First Trust Low Duration Opportunities ETF	LMBS	C	Bond - U.S. Mortgages	1	0%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
Vanguard Inflation-Protected Securities Fund Investor Shares	VIPSX	C+	U.S. Treasury - TIPS	4	0.2%
Fidelity New Markets Income Fund	FNMIX	C+	Bond - Emerging Market	4	0.84%

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