Taylor Companies 401(K) And Profit Sharing Plans

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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
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
T. Rowe Price Retirement 2035 Fund	TRRJX	C	U.S. All Cap	12	0.76%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2045 Fund	TRRKX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2055 Fund	TRRNX	C	U.S. All Cap	14	0.76%
T. Rowe Price Retirement 2060 Fund	TRRLX	C	U.S. All Cap	14	0%
T. Rowe Price Retirement 2005 Fund	TRRFX	B	U.S. All Cap	6	0.58%
T. Rowe Price Retirement Balanced Fund	TRRIX	B	U.S. All Cap	6	0.56%
T. Rowe Price Retirement 2010 Fund	TRRAX	B	U.S. All Cap	7	0.61%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Franklin Small Cap Growth Fund Advisor Class	FSSAX	B--	U.S. Small Cap - Growth	20	0.9%
U.S. Equities - Value
JPMorgan Equity Income Fund Class R5	OIERX	C++	U.S. Mega Cap - Value	15	0.58%
Wells Fargo Special Mid Cap Value Fund - Class Inst	WFMIX	C++	U.S. Mid Cap - Value	18	0.85%
Eaton Vance Atlanta Capital SMID-Cap Fund Class I	EISMX	D++	U.S. Mid Cap - Value	18	1%
Columbia Mid Cap Index Fund Class Z	NMPAX	D++	U.S. Mid Cap - Value	19	0.2%
Columbia Small Cap Index Fund Class Z	NMSCX	B++	U.S. Small Cap - Value	23	0.2%
Victory Integrity Small-Cap Value Fund Class Y	VSVIX	C++	U.S. Small Cap - Value	28	1.25%
Specialty
Cohen & Steers Realty Shares Fund	CSRSX	B++	U.S. Real Estate	18	0.97%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
VanEck Emerging Markets Fund Class I	EMRIX	F	Emerging Markets	18	1.25%
Bonds
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Goldman Sachs Inflation Protected Securities Fund Institutional	GSIPX	C+	U.S. Treasury - TIPS	4	0.29%

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