Idealab 401k 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%
Great-West S&P 500 Index Fund Initial Class	MXVIX	C	U.S. Large Cap	15	0.6%
Great-West T. Rowe Price Mid Cap Growth Fund Initial Class	MXMGX	F+	U.S. Mid Cap	16	1.03%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
Baron Growth Fund Retail Shares	BGRFX	F+	U.S. Mid Cap	20	1.3%
Fidelity Advisor Leveraged Company Stock Fund Class T	FLSTX	B	U.S. All Cap	20	1.33%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
Janus Forty Fund Class S	JARTX	B--	U.S. All Cap - Growth	20	0.91%
Marsico Focus Fund	MFOCX	D--	U.S. Large Cap - Growth	21	1.35%
Ivy Science And Technology Fund Class Y	WSTYX	C--	U.S. All Cap - Growth	22	1.24%
U.S. Equities - Value
MFS Utilities Fund Class A	MMUFX	F++	U.S. Mega Cap - Value	13	1.01%
Pioneer Disciplined Value Fund Class A	CVFCX	D++	U.S. Large Cap - Value	16	1.24%
Perkins Mid Cap Value Fund Class T	JMCVX	F++	U.S. Mid Cap - Value	17	0.73%
Dreyfus Strategic Value Fund Class A	DAGVX	B++	U.S. All Cap - Value	18	0.98%
Great-West Loomis Sayles Small Cap Value Fund Initial Class	MXLSX	B++	U.S. Small Cap - Value	23	1.08%
Great-West S&P Small Cap 600 Index Fund Initial Class	MXISX	B++	U.S. Small Cap - Value	23	0.6%
Invesco Small Cap Value Fund Class A	VSCAX	A++	U.S. Mid Cap - Value	28	1.11%
Invesco Energy Fund Investor Class	FSTEX	B++	U.S. Small Cap - Value	36	1.15%
Specialty
Invesco Real Estate Fund Class A	IARAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
Thornburg International Value Fund Class R3	TGVRX	A+	Europe	14	1.45%
Artisan International Fund Investor Class	ARTIX	C-	International Large Cap - Growth	14	1.2%
Great-West International Index Fund Initial Class	MXINX	B-	International Large Cap	14	0.7%
Lazard Emerging Markets Equity Portfolio Open Shares	LZOEX	A	Emerging Markets	15	1.37%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
Great-West Short Duration Bond Fund Initial Class	MXSDX	B	U.S. Treasury - Short	1	0.6%
Great-West Loomis Sayles Bond Fund Initial Class	MXLMX	A	Bond - U.S. Corporate	3	0.9%
Great-West Bond Index Fund Initial Class	MXBIX	C-	Bond - Multi Sector	3	0.5%
American Funds Capital World Bond Fund Class R-3	RCWCX	D+	Bond - Emerging Market	3	1.21%
Other
Royce Total Return Fund Class K	RTRKX		Other	0	1.5%
Great-West Conservative Profile II Fund Initial Class	MXCPX		Other	0	0.1%
Great-West Moderate Profile II Fund Initial Class	MXMPX		Other	0	0.1%
Great-West Aggressive Profile II Fund Initial Class	MXAPX		Other	0	0.1%

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