Michael B And Karen M Palmieri 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
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Invesco Charter Fund R5 Class	CHTVX	C	U.S. Large Cap	15	0.72%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
U.S. Equities - Growth
Janus Triton Fund Class T	JATTX	B--	U.S. Small Cap - Growth	19	0.92%
Oak Ridge Small Cap Growth Fund Class I	ORIYX	C--	U.S. Small Cap - Growth	20	1.02%
Prudential Jennison Mid Cap Growth Fund Class Z	PEGZX	D-	U.S. Mid Cap - Growth	22	0.77%
U.S. Equities - Value
American Century Mid Cap Value Fund Investor Class	ACMVX	D++	U.S. All Cap - Value	17	1%
Global & Intl. Equity
First Eagle Overseas Fund Class A	SGOVX	D++	International Small Cap	10	1.15%
MFS International Value Fund Class R3	MINGX	C-	International Large Cap - Growth	13	1.08%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
ProShares Short 20+ Year Treasury	TBF	C--	U.S. Treasury - Long	12	0.94%
Columbia Income Opportunities Fund Class Z	CIOZX	D++	Bond - U.S. High Yield	3	0.82%
Prudential Total Return Bond Fund Class R	DTBRX	C	Bond - U.S. Corporate	4	1.1%
PIMCO Real Return Fund Class P	PRLPX	C+	U.S. Treasury - TIPS	4	0.55%
Other
Transamerica Partners Institutional Small Value Fund	DIVSX		Other	0	1.1%
Wells Fargo Advantage Growth Opps Admin	ESMDX		Other	0	1.15%
Legg Mason ClearBridge Eq Inc Builder I	LMIOX		Other	0	0.8%
BlackRock Equity Dividend Fund Investor C1 Shares	BEDCX		Other	0	1.45%

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