Amerisourcebergen Employee Investment 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
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	12	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	B	U.S. All Cap	13	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	B	U.S. All Cap	13	0%
Fidelity Freedom 2060 Fund Class K	FNSFX	B	U.S. All Cap	13	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	B	U.S. All Cap	13	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
Janus Enterprise Fund Class N	JDMNX	F+	U.S. Mid Cap	16	0.68%
JPMorgan U.S. Equity Fund Class R6	JUEMX	D	U.S. Large Cap	16	0.54%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B+	U.S. Small Cap	19	0.08%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	4	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	5	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	7	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	9	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	10	0%
U.S. Equities - Growth
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R6	OIEJX	C++	U.S. Mega Cap - Value	15	0.53%
Wells Fargo Special Mid Cap Value Fund - Class R6	WFPRX	C++	U.S. Mid Cap - Value	18	0.81%
Victory Sycamore Small Company Opportunity Fund Class I	VSOIX	D++	U.S. Small Cap - Value	22	0.98%
AmerisourceBergen Corp.	ABC	F++	U.S. Mega Cap - Value	26	0%
Global & Intl. Equity
Fidelity Global ex U.S. Index	FSGGX	A-	International Large Cap	14	0.1%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Fidelity Freedom Income Class K	FNSHX	B	Emerging Markets	4	0%
Bonds
Fidelity Managed Income Portfolio II - Class II		C	U.S. Cash / Money Market	0	0%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Western Asset Core Plus Bond Fund Class IS	WAPSX	C	Bond - U.S. Corporate	4	0.43%

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