The Colony Group, Llc 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
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
U.S. Equities - Growth
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
U.S. Equities - Value
John Hancock Funds Disciplined Value Fund Class I	JVLIX	C++	U.S. All Cap - Value	17	0.83%
Victory Sycamore Small Company Opportunity Fund Class I	VSOIX	D++	U.S. Small Cap - Value	22	0.98%
John Hancock Funds Global Absolute Return Strategies Fund Class I	JHAIX	B++	U.S. Mega Cap - Value	6	1.42%
Global & Intl. Equity
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	13	0.83%
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Fidelity International Growth Fund	FIGFX	B-	International Large Cap - Growth	15	1.11%
Harding Loevner Institutional Emerging Markets Portfolio Class I	HLMEX	A	Emerging Markets	16	1.3%
Touchstone International Small Cap Fund Institutional	TNSIX	F	Emerging Markets	17	1.05%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock Total Return Fund Institutional Shares	MAHQX	B-	Bond - Multi Sector	3	0.73%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%

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