The Emmes Corporation Combined Profit Sharing & 401(K) 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
American Century Investments One Choice 2045 Portfolio Institutional Class	AOOIX	C	U.S. All Cap	11	0.01%
American Century Investments One Choice 2050 Portfolio Institutional Class	ARFSX	C	U.S. All Cap	11	0.01%
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	15	0.31%
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%
T. Rowe Price Mid-Cap Growth Fund	RPMGX	F+	U.S. Mid Cap	16	0.78%
Pioneer Fundamental Growth Fund Class Y	FUNYX	D-	U.S. Mega Cap	17	0.82%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
American Century Investments One Choice 2025 Portfolio Institutional Class	ARWFX	C	U.S. All Cap	7	0.01%
American Century Investments One Choice In Retirement Portfolio Institutional Class	ATTIX	C	U.S. All Cap	8	0.01%
American Century Investments One Choice 2030 Portfolio Institutional Class	ARCSX	C	U.S. All Cap	8	0.01%
American Century Investments One Choice 2035 Portfolio Institutional Class	ARLIX	C	U.S. All Cap	9	0.01%
American Century Investments One Choice 2040 Portfolio Institutional Class	ARDSX	C	U.S. All Cap	10	0.01%
U.S. Equities - Growth
Invesco Small Cap Growth Fund R5 Class	GTSVX	A--	U.S. Small Cap - Growth	25	0.83%
U.S. Equities - Value
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C++	U.S. Mega Cap - Value	14	0.21%
Perkins Mid Cap Value Fund Class I	JMVAX	F++	U.S. Mid Cap - Value	17	0.63%
Columbia Small Cap Value Fund I Class Z	CSCZX	C++	U.S. Small Cap - Value	25	1.06%
Specialty
Invesco Real Estate Fund R5 Class	IARIX	C++	U.S. Real Estate	17	0.88%
Global & Intl. Equity
Thornburg International Value Fund Class R5	TIVRX	A+	Europe	14	0.96%
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
T. Rowe Price High Yield Fund	PRHYX	B++	Bond - U.S. High Yield	3	0.75%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Other
American Century One Choice 2015 Portfolio Institutional Class	ARNIX		Other	0	0.01%
American Century Investments One Choice 2020 Portfolio Institutional Class	ARBSX		Other	0	0.01%

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