Ebix, Inc. 401(K) Retirement 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 Funds Fundamental Investors Class R-5	RFNFX	C	U.S. Large Cap	15	0.36%
John Hancock Variable Insurance Trust 500 Index Trust B Series I	JFIVX	D	U.S. Large Cap	16	0.73%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I	JETSX	F	U.S. All Cap	22	0.57%
John Hancock Variable Insurance Trust Small Cap Index Trust Series I	JESIX	F+	U.S. Small Cap	27	0.54%
John Hancock Variable Insurance Trust Mid Cap Index Trust Series I	JECIX	F+	U.S. Mid Cap	27	0.49%
American Funds American Balanced Fund Class R-5	RLBFX	B	U.S. Large Cap	9	0.34%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-5	RNPFX	A--	U.S. All Cap - Growth	17	0.5%
T. Rowe Price Health Sciences Fund	PRHSX	B-	U.S. Mid Cap - Growth	18	0.79%
American Funds The Growth Fund of America Class R-5	RGAFX	B--	U.S. All Cap - Growth	18	0.39%
John Hancock Funds New Opportunities Fund Class 1	JISOX	B--	U.S. Small Cap - Growth	20	1.02%
John Hancock Funds Blue Chip Growth Fund Class 1	JIBCX	D--	U.S. Large Cap - Growth	21	0.83%
Invesco Small Cap Growth Fund Class A	GTSAX	B--	U.S. Small Cap - Growth	25	1.21%
John Hancock II Capital Appreciation Fund Class 1	JICPX	F--	U.S. All Cap - Growth	25	0.78%
John Hancock Variable Insurance Trust Science & Technology Trust Series I	JESTX	F--	U.S. All Cap - Growth	27	1.13%
U.S. Equities - Value
Templeton World Fund Class A	TEMWX	D++	U.S. Large Cap - Value	13	1.05%
American Funds Washington Mutual Investors Fund Class R-5	RWMFX	D++	U.S. Mega Cap - Value	14	0.35%
John Hancock Funds Equity-Income Fund Class 1	JIEMX	C++	U.S. All Cap - Value	17	0.83%
John Hancock Variable Insurance Trust Mid Value Trust Series I	JEMUX	D++	U.S. Mid Cap - Value	20	0.99%
Vanguard Energy Fund Admiral Shares	VGELX	F++	U.S. All Cap - Value	22	0.32%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
John Hancock Variable Insurance Trust Small Cap Value Trust Series I	JESVX	F++	U.S. Mid Cap - Value	31	1.15%
Specialty
PIMCO CommodityRealReturn Strategy Fund Administrative Class	PCRRX	A++	Commodities	14	0.99%
John Hancock II Real Estate Securities Fund Class 1	JIREX	B++	U.S. Real Estate	18	0.79%
Tocqueville Gold Fund	TGLDX	C--	Gold	34	1.34%
Global & Intl. Equity
John Hancock Variable Insurance Trust International Equity Index Trust B Series I	JIEQX	F++	International Small Cap	15	0.39%
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Oppenheimer International Growth Fund Class Y	OIGYX	B-	International Large Cap - Growth	16	0.9%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	Bond - U.S. Mortgages	1	0.1%
John Hancock II Global Bond Fund Class 1	JIGDX	B+	Bond - Emerging Market	2	0.86%
John Hancock II High Yield Fund Class 1	JIHDX	B++	Bond - U.S. High Yield	3	0.76%
John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I	JESNX	C++	Bond - U.S. High Yield	4	0.79%
Other
John Hancock Funds II Active Bond Fund Class 1	JIADX		Other	0	0.68%
John Hancock II Total Return Fund Class 1	JITRX		Other	0	0.78%
John Hancock Variable Insurance Trust All Cap Core Trust Series I	JEACX		Other	0	0.86%
John Hancock Variable Insurance Trust Value Trust Series I	JEVLX		Other	0	0.81%
John Hancock II International Small Cap Fund Class 1	JIIMX		Other	0	1.18%
John Hancock Funds Natural Resources Fund Class 1	JINRX		Other	0	1.11%
John Hancock II Invest Quality Bond Fund Class 1	JIQBX		Other	0	0.67%
John Hancock II Small Company Value Fund Class 1	JISVX		Other	0	1.07%
John Hancock II International Value Fund Class 1	JIVIX		Other	0	0.96%
John Hancock Funds U.S. Growth Fund Class 1	JHUPX		Other	0	0.83%

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