Connecticut Multispecialty Group 401(K) Savings 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%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Neuberger Berman Genesis Fund Institutional Class	NBGIX	F+	U.S. Mid Cap	18	0.85%
U.S. Equities - Growth
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Columbia Acorn Fund Class A	LACAX	F-	U.S. Mid Cap - Growth	21	1.07%
MainStay Large Cap Growth Fund Class R6	MLRSX	D--	U.S. Large Cap - Growth	21	0.62%
U.S. Equities - Value
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
AB Discovery Value Fund Class A	ABASX	C++	U.S. Mid Cap - Value	24	1.22%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
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
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%

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