Convergent

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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 Advisor Freedom 2035 Fund Class A	FATHX	B	U.S. All Cap	12	0.25%
Fidelity Advisor Freedom 2055 Fund Class A	FHFAX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2040 Fund Class A	FAFFX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2050 Fund Class A	FFFLX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Freedom 2045 Fund Class A	FFFZX	B	U.S. All Cap	13	0.25%
Fidelity Advisor Mid Cap II Fund Class A	FIIAX	F+	U.S. Mid Cap	19	1.09%
Fidelity Advisor Leveraged Company Stock Fund Class A	FLSAX	B	U.S. All Cap	20	1.1%
Fidelity Advisor Freedom 2005 Fund Class A	FFAVX	B	U.S. All Cap	4	0.25%
Fidelity Advisor Freedom 2010 Fund Class A	FACFX	B	U.S. All Cap	5	0.25%
Fidelity Advisor Freedom 2015 Fund Class A	FFVAX	B	U.S. All Cap	7	0.25%
Fidelity Advisor Freedom 2020 Fund Class A	FDAFX	B	U.S. All Cap	8	0.25%
Fidelity Advisor Freedom 2025 Fund Class A	FATWX	B	U.S. All Cap	9	0.25%
Fidelity Advisor Freedom 2030 Fund Class A	FAFEX	B	U.S. All Cap	10	0.25%
U.S. Equities - Growth
Oppenheimer Global Fund Class A	OPPAX	A--	U.S. All Cap - Growth	18	1.19%
Fidelity Advisor New Insights Fund Class A	FNIAX	C--	U.S. Large Cap - Growth	19	0.94%
Wells Fargo Growth Fund - Class A	SGRAX	F-	U.S. Mid Cap - Growth	24	1.19%
Fidelity Advisor Technology Fund Class A	FADTX	D--	U.S. All Cap - Growth	25	1.14%
Prudential Jennison Select Growth Fund Class A	SPFAX	F--	U.S. All Cap - Growth	28	1.24%
Lord Abbett Developing Growth Fund Class A	LAGWX	F--	U.S. Small Cap - Growth	30	1.11%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
Invesco Equally-Weighted S&P 500 Fund Class A	VADAX	B++	U.S. All Cap - Value	16	0.57%
Invesco Growth and Income Fund Class A	ACGIX	C++	U.S. All Cap - Value	19	0.81%
Fidelity Advisor Industrials Fund Class A	FCLAX	F++	U.S. Mid Cap - Value	20	1.11%
AB Discovery Value Fund Class A	ABASX	C++	U.S. Mid Cap - Value	24	1.22%
Fidelity Advisor Small Cap Value Fund Class A	FCVAX	A++	U.S. Small Cap - Value	25	1.36%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
BlackRock International Opportunities Portfolio Investor A Shares	BREAX	C+	Europe	13	1.52%
Fidelity Advisor Freedom Income Fund Class A	FAFAX	B	Emerging Markets	4	0.25%
Oppenheimer International Bond Fund Class A	OIBAX	F++	International Small Cap	7	1.01%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Franklin U.S. Government Securities Series Class A	FKUSX	C	Bond - U.S. Mortgages	2	0.73%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Federated High Yield Trust Service Shares	FHYTX	A++	Bond - U.S. High Yield	5	0.99%
Other
Columbia Disciplined Small Core Fund Class A	LSMAX		Other	0	1.36%
Nuveen Mid Cap Index Fund Class A	FDXAX		Other	0	0.73%

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