Retirement Alliance, 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
Green Century Balanced Fund	GCBLX	C	U.S. All Cap	10	1.48%
Schwab S&P 500 Index Fund	SWPPX	C	U.S. Large Cap	15	0.09%
Green Century Equity Fund	GCEQX	D	U.S. Large Cap	16	1.25%
U.S. Equities - Growth
Janus Research Fund Class T	JAMRX	D--	U.S. All Cap - Growth	19	0.8%
Wasatch Small Cap Growth Fund Investor Class	WAAEX	A--	U.S. Small Cap - Growth	22	1.23%
U.S. Equities - Value
AMG Yacktman Fund Class I	YACKX	A++	U.S. Large Cap - Value	13	0.74%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	C++	U.S. Mega Cap - Value	13	0.31%
Vanguard Tax-Managed Small Cap Fund Admiral Shares	VTMSX	B++	U.S. Small Cap - Value	23	0.12%
Mairs & Power Balanced Fund Investor Class	MAPOX	B++	U.S. Mega Cap - Value	10	0.72%
Global & Intl. Equity
Columbia Acorn International Fund Class Z	ACINX	A-	International Large Cap - Growth	15	0.93%
American Funds New World Fund Class R-4	RNWEX	A	Emerging Markets	16	1.01%
Oakmark Global Fund Class I	OAKGX	A	International Large Cap - Value	19	1.13%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%
Fidelity New Markets Income Fund	FNMIX	C+	Bond - Emerging Market	4	0.84%
Other
Columbia Value and Restructuring Fund Class Z	UMBIX		Other	0	0.96%
Schwab Investor Money Fund	SWRXX		Other	0	0%

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