Cornerstone Research 401(K) And 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
SPDR S&P 500 ETF Trust	SPY	C	U.S. Large Cap	15	0.09%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B+	U.S. Small Cap	19	0.08%
U.S. Equities - Growth
Baron Small Cap Fund Retail Class	BSCFX	B--	U.S. Small Cap - Growth	20	1.31%
MainStay Large Cap Growth Fund Class I	MLAIX	D--	U.S. Large Cap - Growth	21	0.77%
U.S. Equities - Value
American Century Mid Cap Value Fund Institutional Class	AVUAX	D++	U.S. All Cap - Value	16	0.8%
William Blair Small Cap Value Fund Class I	BVDIX	D++	U.S. Small Cap - Value	22	1.24%
Specialty
Morgan Stanley Institutional Fund, Inc. U.S. Real Estate Portfolio Class I	MSUSX	C++	U.S. Real Estate	25	1%
Global & Intl. Equity
MainStay ICAP International Fund Class I	ICEUX	D+	Europe	14	0.95%
Vanguard Developed Markets Index Fund Admiral Shares	VTMGX	A-	International Large Cap	14	0.09%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
Other
MainStay ICAP Equity Fund Class I	ICAEX		Other	0	0.9%

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