Qualitau, Inc.

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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
John Hancock Funds Retirement Living through 2030 Portfolio Class A	JLFAX	C	U.S. All Cap	11	0.58%
John Hancock Funds Retirement Living through 2035 Portfolio Class A	JLHAX	C	U.S. All Cap	12	0.58%
John Hancock Funds Retirement Living through 2045 Portfolio Class A	JLJAX	C	U.S. All Cap	14	0.59%
First Eagle Fund of America Class A	FEFAX	C	U.S. Large Cap	14	1.41%
MFS Massachusetts Investors Growth Stock Fund Class A	MIGFX	C-	U.S. Mega Cap	15	0.74%
Janus Enterprise Fund Class A	JDMAX	F+	U.S. Mid Cap	16	1.09%
JPMorgan U.S. Equity Fund Class A	JUEAX	D	U.S. Large Cap	16	0.97%
John Hancock Funds Retirement Living through 2010 Portfolio Class A	JLAAX	B	U.S. All Cap	6	0.59%
John Hancock Funds Retirement Living through 2015 Portfolio Class A	JLBAX	B	U.S. All Cap	7	0.59%
John Hancock Funds Retirement Living through 2020 Portfolio Class A	JLDAX	C	U.S. All Cap	8	0.58%
John Hancock Funds Retirement Living through 2025 Portfolio Class A	JLEAX	C	U.S. All Cap	10	0.58%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	C	U.S. All Cap	10	1.05%
U.S. Equities - Growth
Janus Triton Fund Class A	JGMAX	B--	U.S. Small Cap - Growth	19	1.11%
MainStay Large Cap Growth Fund Class R2	MLRTX	D--	U.S. Large Cap - Growth	21	1.12%
Columbia Seligman Communications and Information Fund Class A	SLMCX	A--	U.S. All Cap - Growth	24	1.41%
U.S. Equities - Value
Invesco Equity and Income Fund Class A	ACEIX	C++	U.S. All Cap - Value	13	0.78%
MFS Value Fund Class A	MEIAX	C++	U.S. Mega Cap - Value	14	0.92%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
John Hancock Funds Disciplined Value Mid Cap Fund Class R2	JVMSX	D++	U.S. Mid Cap - Value	20	1.27%
Franklin Income Fund Class A	FKINX	A++	U.S. Mega Cap - Value	9	0.62%
Global & Intl. Equity
BlackRock Global Opportunities Portfolio Investor A Shares	BROAX	B-	International Large Cap	14	1.33%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
Bonds
Franklin Strategic Income Fund Class A	FRSTX	B++	Bond - U.S. High Yield	2	0.86%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%

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