Louisiana Society For The Pre 401 K Profit Sharing Plan Trust

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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
First Eagle Fund of America Class C	FEAMX	C	U.S. Large Cap	14	2.16%
BlackRock S&P 500 Index Fund Investor A Shares	BSPAX	C	U.S. Large Cap	15	0.48%
U.S. Equities - Growth
Janus Triton Fund Class C	JGMCX	B--	U.S. Small Cap - Growth	19	1.85%
Ivy Mid Cap Growth Fund Class C	WMGCX	B-	U.S. Mid Cap - Growth	20	2.01%
Wells Fargo Premier Large Company Growth Fund - Class C	EKJCX	F--	U.S. All Cap - Growth	23	1.87%
U.S. Equities - Value
First Eagle U.S. Value Fund Class C	FEVCX	C++	U.S. Large Cap - Value	14	1.91%
BlackRock Equity Dividend Fund Investor C Shares	MCDVX	D++	U.S. All Cap - Value	16	1.68%
Goldman Sachs Small Cap Value Fund Class C	GSSCX	F++	U.S. Small Cap - Value	25	2.13%
Global & Intl. Equity
First Eagle Overseas Fund Class C	FESOX	F++	International Small Cap	10	1.9%
MFS International Value Fund Class C	MGICX	C-	International Large Cap - Growth	13	1.83%
Virtus Foreign Opportunities Fund Class C	JVICX	D-	International Large Cap - Growth	15	2.21%
Virtus Emerging Markets Opportunities Fund Class C	PICEX	D	Emerging Markets	16	2.33%
Bonds
Loomis Sayles Core Plus Bond Fund Class C	NECRX	C	Bond - U.S. Corporate	3	1.54%
Columbia U.S. Government Mortgage Fund Class C	AUGCX	F	U.S. Cash / Money Market	300	1.61%
BlackRock Inflation Protected Bond Fund Investor C Shares	BPRCX	C+	U.S. Treasury - TIPS	4	1.47%
Ivy High Income Fund Class C	WRHIX	A++	Bond - U.S. High Yield	4	1.64%
Other
BlackRock Ready Assets Prime Money Fund	MRAXX		Other	0	0%

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