Generation Financial Mortgage 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
Calamos Growth & Income Fund Class A	CVTRX	D	U.S. All Cap	15	1.09%
Franklin Rising Dividends Fund Class A	FRDPX	C	U.S. All Cap	15	0.93%
Neuberger Berman Genesis Fund Advisor Class	NBGAX	F+	U.S. Mid Cap	18	1.38%
Victory Munder Mid-Cap Core Growth Fund Class A	MGOAX	F+	U.S. Mid Cap	19	1.32%
Lord Abbett Alpha Strategy Fund Class A	ALFAX	C+	U.S. Small Cap	20	0.25%
U.S. Equities - Growth
Janus Forty Fund Class S	JARTX	B--	U.S. All Cap - Growth	20	0.91%
Alger Small Cap Growth Institutional Fund Class I	ALSRX	F-	U.S. Mid Cap - Growth	25	1.25%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class R	TEDRX	B++	U.S. Large Cap - Value	15	1.48%
Franklin Mutual Shares Fund Class A	TESIX	B++	U.S. All Cap - Value	15	1.09%
American Century Income and Growth Fund Class A	AMADX	C++	U.S. Large Cap - Value	15	0.92%
Fidelity Advisor Equity Income Fund Class T	FEIRX	C++	U.S. Large Cap - Value	15	1.18%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Lord Abbett Fundamental Equity Fund Class A	LDFVX	D++	U.S. Large Cap - Value	16	1.06%
Perkins Mid Cap Value Fund Class S	JMVIX	F++	U.S. Mid Cap - Value	17	0.99%
T. Rowe Price Mid-Cap Value Fund R Class	RRMVX	C++	U.S. Mid Cap - Value	18	1.31%
Victory RS Value Fund Class A	RSVAX	C++	U.S. Mid Cap - Value	18	1.28%
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Global & Intl. Equity
Templeton Growth Fund, Inc. Class Retirement	TEGRX	B-	International Large Cap	14	1.32%
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
AB Global Risk Allocation Fund Class A	CABNX	A++	International Small Cap	8	1.17%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Franklin Strategic Income Fund Class A	FRSTX	B++	Bond - U.S. High Yield	2	0.86%
JPMorgan Core Bond Fund Class A	PGBOX	B-	Bond - Multi Sector	3	0.75%
Prudential High-Yield Fund Class A	PBHAX	B++	Bond - U.S. High Yield	4	0.83%

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