American Realty Advisors 401(K) Retirement 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
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
U.S. Equities - Growth
Harbor Capital Appreciation Fund Institutional Class	HACAX	F--	U.S. All Cap - Growth	25	0.65%
U.S. Equities - Value
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
American Funds EuroPacific Growth Fund Class R-4	REREX	A-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
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%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	3	0.72%

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