Retirement Plan For Employees Of Elsner Engineering Works, Inc.

Portfolios Funds Ratings Plan Information

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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 Century Investments One Choice 2045 Portfolio A Class	AROAX	C	U.S. All Cap	11	0.45%
American Century Investments One Choice 2050 Portfolio A Class	ARFMX	C	U.S. All Cap	11	0.45%
American Century Investments One Choice 2055 Portfolio A Class	AREMX	C	U.S. All Cap	12	0.45%
Principal MidCap Fund R-3 Class	PMBMX	D+	U.S. Mid Cap	16	1.17%
Victory Munder Mid-Cap Core Growth Fund Class A	MGOAX	F+	U.S. Mid Cap	19	1.32%
American Century Investments One Choice In Retirement Portfolio A Class	ARTAX	C	U.S. All Cap	6	0.45%
American Century Investments One Choice 2025 Portfolio A Class	ARWAX	C	U.S. All Cap	7	0.45%
American Century Investments One Choice 2030 Portfolio A Class	ARCMX	C	U.S. All Cap	8	0.46%
American Century Investments One Choice 2035 Portfolio A Class	ARYAX	C	U.S. All Cap	9	0.45%
American Century Investments One Choice 2040 Portfolio A Class	ARDMX	C	U.S. All Cap	10	0.45%
U.S. Equities - Growth
Janus Forty Fund Class S	JARTX	B--	U.S. All Cap - Growth	20	0.91%
Alger Small Cap Growth Institutional Fund Class I	ALSRX	F-	U.S. Mid Cap - Growth	25	1.25%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
Franklin Mutual Global Discovery Fund Class R	TEDRX	B++	U.S. Large Cap - Value	15	1.48%
American Century Income and Growth Fund Class A	AMADX	C++	U.S. Large Cap - Value	15	0.92%
T. Rowe Price Mid-Cap Value Fund R Class	RRMVX	C++	U.S. Mid Cap - Value	18	1.31%
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Investment Grade Corporate Bond Fund Class A	PBDAX	A-	Bond - Multi Sector	4	0.9%
Other
American Century Investments One Choice 2020 Portfolio A Class	ARBMX		Other	0	0.45%

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