Universal Avionics Systems Corporation 401(K) 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
American Funds Investment Company of America Class A	AIVSX	C	U.S. Large Cap	14	0.61%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
T. Rowe Price Small-Cap Stock Fund	OTCFX	A+	U.S. Small Cap	17	0.91%
American Funds American Balanced Fund Class A	ABALX	B	U.S. Large Cap	9	0.61%
U.S. Equities - Growth
T. Rowe Price Health Sciences Fund	PRHSX	B-	U.S. Mid Cap - Growth	18	0.79%
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A--	U.S. Small Cap - Growth	20	0.1%
T. Rowe Price Growth Stock Fund Advisor Class	TRSAX	B--	U.S. Large Cap - Growth	20	0.93%
Fidelity Select Technology Portfolio	FSPTX	D--	U.S. All Cap - Growth	24	0.77%
U.S. Equities - Value
Prudential Financial Services Fund Class Z	PFSZX	A++	U.S. All Cap - Value	19	1.03%
Invesco Comstock Fund Class A	ACSTX	B++	U.S. All Cap - Value	20	0.81%
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Specialty
Cohen & Steers Real Estate Securities Fund,Inc. Class A	CSEIX	B++	U.S. Real Estate	18	1.23%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
MFS Government Securities Fund Class R4	MFGJX	C-	U.S. Treasury - Intermediate	2	0.62%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%

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