Trek Development Group SH 401(k)

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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
Am Fds 2035 Tgt Shs -R2E-	RBEFX	C	U.S. All Cap	11	0%
Am Fds 2040 Tgt Shs -R2E-	RBEKX	D	U.S. All Cap	13	0%
American Funds 2045 Target Date Retirement Fund Class R-2E	RBHHX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-2E	RBHEX	C	U.S. All Cap	13	0%
American Funds 2060 Target Date Retirement Fund Class R-2E	RBENX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-2E	RBEMX	C	U.S. All Cap	13	0%
American Funds Investment Company of America Class R-3	RICCX	D	U.S. Large Cap	14	0.96%
Prudential Jennison Small Company Fund Class R	JSCRX	B+	U.S. Mid Cap	20	1.35%
American Funds 2010 Target Date Retirement Fund Class R-2E	RBEAX	C	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-2E	RBEJX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-2E	RBEHX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-2E	RBEDX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-2E	RBEEX	C	U.S. Large Cap	9	0%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3	RNPCX	A--	U.S. All Cap - Growth	17	1.11%
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class R-3	RWMCX	D++	U.S. Mega Cap - Value	14	0.95%
Perkins Mid Cap Value Fund Class R	JDPRX	F++	U.S. Mid Cap - Value	17	1.25%
American Funds The Income Fund of America Class R-3	RIDCX	B++	U.S. Mega Cap - Value	9	0.94%
American Funds Capital Income Builder Class R-3	RIRCX	C++	U.S. Mega Cap - Value	9	0.97%
Global & Intl. Equity
BlackRock Global Opportunities Portfolio Class R	BGORX	B-	International Large Cap	14	1.72%
American Funds New World Fund Class R-3	RNWCX	A	Emerging Markets	16	1.34%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Oppenheimer International Bond Fund Class R	OIBNX	F++	International Small Cap	7	1.43%
Bonds
American Funds Short-Term Bond Fund of America Class R-3	RAMCX	C+	U.S. Treasury - TIPS	1	1.03%
American Funds The Bond Fund of America Class R-3	RBFCX	B-	Bond - Multi Sector	3	0.92%
American Funds Capital World Bond Fund Class R-3	RCWCX	D+	Bond - Emerging Market	3	1.21%
American Funds American High-Income Trust Class R-3	RITCX	A++	Bond - U.S. High Yield	4	1.01%
MFS Emerging Markets Debt R2	MEDEX	C+	Bond - Emerging Market	4	1.37%
Other
American Funds U.S. Government Money Market Fund	RBEXX		Other	0	0%

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