Bose Employees' Retirement Savings 401(K) 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
JPMorgan SmartRetirement 2035 Fund Class C Shares	SRJCX	C	U.S. All Cap	11	0.94%
JPMorgan SmartRetirement 2040 Fund Class C Shares	SMTCX	C	U.S. All Cap	13	0.94%
JPMorgan SmartRetirement 2045 Fund Class C Shares	JSACX	C	U.S. All Cap	14	0.94%
JPMorgan SmartRetirement 2055 Fund Class C Shares	JFFCX	C	U.S. All Cap	14	1.41%
JPMorgan SmartRetirement 2050 Fund Class C Shares	JTSCX	C	U.S. All Cap	14	0.94%
Vanguard Institutional Index Fund Institutional Shares	VINIX	C	U.S. Large Cap	15	0.04%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
JPMorgan SmartRetirement Income Fund Class C Shares	JSRCX	C	U.S. All Cap	5	0.92%
JPMorgan SmartRetirement 2020 Fund Class C Shares	JTTCX	C	U.S. All Cap	6	0.93%
JPMorgan SmartRetirement 2025 Fund Class C Shares	JNSCX	C	U.S. All Cap	8	0.94%
JPMorgan SmartRetirement 2030 Fund Class C Shares	JSMCX	C	U.S. All Cap	9	0.94%
Vanguard Wellington Fund Investor Shares	VWELX	B	U.S. Large Cap	10	0.26%
U.S. Equities - Growth
Eagle Small Cap Growth Fund Class I	HSIIX	D--	U.S. Small Cap - Growth	23	0.79%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class A	AWSHX	D++	U.S. Mega Cap - Value	14	0.6%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
JPMorgan Core Bond Fund Select Class	WOBDX	B-	Bond - Multi Sector	3	0.58%
Other
Wells Fargo Capital Growth Fund - Class Admin	WFCDX		Other	0	0.91%
JPMorgan SmartRetirement 2015 Fund Class C Shares	JSFCX		Other	0	0.93%

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