Integrated Design Group, Inc. 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
Janus Balanced Fund Class T	JABAX	C-	U.S. Mega Cap	10	0.83%
MFS Growth Allocation Fund Class R4	MAGJX	B	U.S. All Cap	11	0.09%
T. Rowe Price Dividend Growth Fund Advisor Class	TADGX	C	U.S. Large Cap	13	0.93%
JPMorgan SmartRetirement 2050 Fund Class Select Shares	JTSSX	C	U.S. All Cap	14	0.19%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Fidelity Total Market Index	FSKAX	C	U.S. All Cap	16	0.05%
PIMCO StocksPLUS Small Fund Institutional Class	PSCSX	C+	U.S. Small Cap	23	0.69%
JPMorgan SmartRetirement Income Fund Class Select Shares	JSRSX	C	U.S. All Cap	5	0.17%
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
MFS Conservative Allocation Fund Class R4	MACJX	C	U.S. All Cap	6	0.08%
MFS Moderate Allocation Fund Class R4	MAMJX	C	U.S. All Cap	8	0.08%
BlackRock Global Allocation Fund, Inc. Institutional Shares	MALOX	C	U.S. All Cap	10	0.78%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Janus Triton Fund Class T	JATTX	B--	U.S. Small Cap - Growth	19	0.92%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
U.S. Equities - Value
Invesco Diversified Dividend Fund R5 Class	DDFIX	D++	U.S. All Cap - Value	15	0.57%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
Heartland Value Plus Fund Investor Class	HRVIX	B++	U.S. Small Cap - Value	22	1.14%
Specialty
Cohen & Steers Realty Shares Fund	CSRSX	B++	U.S. Real Estate	18	0.97%
Global & Intl. Equity
AllianzGI NFJ International Value Fund Administrative Class	AIVAX	A	Emerging Markets	13	1.14%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Invesco International Growth Fund R5 Class	AIEVX	B-	International Large Cap - Growth	14	0.97%
Harbor International Fund Investor Class	HIINX	A-	International Large Cap	15	1.11%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
Janus Short Term Bond Fund Class T	JASBX	B-	Bond - Multi Sector	2	0.76%
Baird Core Plus Bond Fund Class Investor	BCOSX	B--	U.S. Treasury - Intermediate / Long	3	0.55%
Fidelity Intermediate Treasury Bond Index	FUAMX	C-	U.S. Treasury - Short / Intermediate	3	0%
PIMCO Real Return Fund Administrative Class	PARRX	C+	U.S. Treasury - TIPS	4	0.7%
Other
Fidelity U.S. Government Reserves	FGRXX		Other	0	0%

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