Sxsw, Inc. 401(K) 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
American Funds Capital World Growth and Income Fund Class R-3	RWICX	C	U.S. Large Cap	14	1.09%
American Funds Fundamental Investors Class R-3	RFNCX	C	U.S. Large Cap	15	0.96%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
Ivy Mid Cap Growth Fund Class Y	WMGYX	B-	U.S. Mid Cap - Growth	20	1.23%
Ivy Small Cap Growth Fund Class Y	WSCYX	B--	U.S. Small Cap - Growth	23	1.3%
U.S. Equities - Value
Eaton Vance Large-Cap Value Fund Class A	EHSTX	D++	U.S. Large Cap - Value	16	0.99%
Heartland Value Plus Fund Investor Class	HRVIX	B++	U.S. Small Cap - Value	22	1.14%
American Funds The Income Fund of America Class R-3	RIDCX	B++	U.S. Mega Cap - Value	9	0.94%
Specialty
Wells Fargo Precious Metals Fund - Class A	EKWAX	F--	Gold	35	1.09%
Global & Intl. Equity
Matthews Asia Dividend Fund Investor Class	MAPIX	C	Emerging Markets	15	1.06%
American Funds New World Fund Class R-3	RNWCX	A	Emerging Markets	16	1.34%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Bonds
Federated Total Return Government Bond Fund Service Shares	FTGSX	C--	U.S. Treasury - Intermediate / Long	3	0.65%
American Funds Capital World Bond Fund Class R-3	RCWCX	D+	Bond - Emerging Market	3	1.21%
Fidelity New Markets Income Fund	FNMIX	C+	Bond - Emerging Market	4	0.84%
Other
Invesco Mid Cap Core Equity Fund Class A	GTAGX		Other	0	1.16%
Columbia Disciplined Small Core Fund Class A	LSMAX		Other	0	1.36%
Heartland Select Value Fund Investor Class	HRSVX		Other	0	1.2%
PIMCO Low Duration Fund Class D	PLDDX		Other	0	0.75%
PIMCO Total Return Fund Class D	PTTDX		Other	0	0.75%
Fidelity Select Money Market Portfolio	FSLXX		Other	0	0%

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