Consumers Insurance Group, Inc. 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 Institutional Shares	SRJIX	C	U.S. All Cap	11	0.04%
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares	SMTIX	C	U.S. All Cap	13	0.04%
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares	JSAIX	C	U.S. All Cap	14	0.04%
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares	JTSIX	C	U.S. All Cap	14	0.04%
U.S. Equities - Growth
American Funds The New Economy Fund Class R-6	RNGGX	B--	U.S. All Cap - Growth	17	0.48%
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	D-	U.S. Mid Cap - Growth	21	0.51%
ClearBridge Small Cap Growth Fund Class I	SBPYX	A--	U.S. Small Cap - Growth	22	0.9%
U.S. Equities - Value
Goldman Sachs Mid Cap Value Fund Institutional Class	GSMCX	C++	U.S. Mid Cap - Value	17	0.74%
JPMorgan Value Advantage Fund Institutional Class Shares	JVAIX	B++	U.S. All Cap - Value	18	0.74%
Vanguard Energy Fund Investor Shares	VGENX	F++	U.S. All Cap - Value	22	0.38%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Vanguard Wellesley Income Fund Investor Shares	VWINX	C++	U.S. Mega Cap - Value	5	0.25%
Specialty
Prudential Global Real Estate Fund Class Z	PURZX	B++	U.S. Real Estate	15	0.96%
Global & Intl. Equity
DFA Emerging Markets Core Equity Portfolio Institutional Class	DFCEX	A	Emerging Markets	15	0.63%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
Other
JPMorgan SmartRetirement 2015 Fund Institutional Class Shares	JSFIX		Other	0	0.03%
JPMorgan SmartRetirement 2010 Fund Institutional Class Shares	JSWIX		Other	0	0.03%

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