Security by Design, Inc. 401K 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 R	JDBRX	C-	U.S. Mega Cap	10	1.33%
Vanguard Health Care Fund Admiral Shares	VGHAX	D	U.S. Large Cap	14	0.3%
Fidelity Advisor Small Cap Fund Class T	FSCTX	B+	U.S. Small Cap	20	1.21%
Fidelity Advisor Leveraged Company Stock Fund Class T	FLSTX	B	U.S. All Cap	20	1.33%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-3	RSLCX	A-	U.S. Mid Cap - Growth	16	1.4%
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
American Century Heritage Fund A Class	ATHAX	D-	U.S. Mid Cap - Growth	22	1.25%
U.S. Equities - Value
FPA Crescent Fund	FPACX	A++	U.S. Large Cap - Value	13	1.14%
Grizzly Short Fund	GRZZX	F++	U.S. Mid Cap - Value	19	1.54%
Kinetics Paradigm Fund No Load Class	WWNPX	A++	U.S. Small Cap - Value	28	1.64%
Hennessy Small Cap Financial Fund Investor Class	HSFNX	C++	U.S. Small Cap - Value	37	1.46%
Global & Intl. Equity
Permanent Portfolio Permanent Portfolio Class I	PRPFX	B++	International Small Cap	11	0.72%
Thornburg International Value Fund Class R3	TGVRX	A+	Europe	14	1.45%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
PIMCO Global Bond (Unhedged) Fund Administrative Class	PADMX	D++	International Small Cap	4	0.8%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
DoubleLine Total Return Bond Fund Class I	DBLTX	B--	U.S. Treasury - Intermediate / Long	2	0.48%
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%
Franklin High Income Fund Class A	FHAIX	C++	Bond - U.S. High Yield	5	0.76%
TCW Emerging Markets Income Fund Class Institutional	TGEIX	C+	Bond - Emerging Market	5	0.83%

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