Hubert Company, Llc Savings 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
Victory Diversified Stock Fund Class A	SRVEX	D	U.S. All Cap	17	1.08%
The Hartford MidCap Fund Class R4	HFMSX	F+	U.S. Mid Cap	18	1.17%
Fidelity Advisor Small Cap Fund I Class	FSCIX	A+	U.S. Small Cap	20	0.7%
Eaton Vance Balanced Fund Class A	EVIFX	C-	U.S. Mega Cap	10	1.14%
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
AllianzGI NFJ Dividend Value Fund Institutional Class	NFJEX	B++	U.S. Mega Cap - Value	13	0.7%
Wells Fargo Special Small Cap Value Fund - Class Inst	ESPNX	B++	U.S. Small Cap - Value	21	0.94%
Victory Global Natural Resources Fund Class Y	RSNYX	A++	U.S. Small Cap - Value	36	1.12%
Specialty
Neuberger Berman Real Estate Fund Institutional Class	NBRIX	B++	U.S. Real Estate	17	0.85%
Global & Intl. Equity
Fidelity Advisor Diversified International Fund I Class	FDVIX	B-	International Large Cap - Growth	14	0.97%
Invesco Developing Markets Fund Class Y	GTDYX	C	Emerging Markets	15	1.13%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Core Plus Bond Fund Class A	ONIAX	B-	Bond - Multi Sector	3	0.75%
Fidelity Advisor Government Income Fund Class I	FVIIX	C--	U.S. Treasury - Intermediate / Long	3	0.51%

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