Falconwood, Inc. 401K Profit Sharing Plan And Tr

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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
Ivy Asset Strategy Fund Class A	WASAX	B	U.S. All Cap	11	0.96%
Touchstone Mid Cap Fund Class A	TMAPX	F+	U.S. Mid Cap	16	1.21%
American Century Investments One Choice 2025 Portfolio R Class	ARWRX	C	U.S. All Cap	7	0.7%
American Funds American Balanced Fund Class R-3	RLBCX	C	U.S. Large Cap	9	0.94%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
AllianzGI Focused Growth Fund Class A	PGWAX	D--	U.S. All Cap - Growth	23	1.11%
Rydex NASDAQ-100 Fund Class A	RYATX	D--	U.S. Large Cap - Growth	23	1.54%
U.S. Equities - Value
American Funds American Mutual Fund Class R-3	RMFCX	D++	U.S. Mega Cap - Value	12	0.96%
MFS Value Fund Class A	MEIAX	C++	U.S. Mega Cap - Value	14	0.92%
Invesco Comstock Fund Class R	ACSRX	B++	U.S. All Cap - Value	20	1.06%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
American Century Global Gold Fund A Class	ACGGX	D--	Gold	34	0.92%
Global & Intl. Equity
BlackRock International Opportunities Portfolio Investor A Shares	BREAX	C+	Europe	13	1.52%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Bonds
MainStay High Yield Corporate Bond Fund Class R2	MHYRX	B++	Bond - U.S. High Yield	3	1.11%
American Funds Capital World Bond Fund Class R-3	RCWCX	D+	Bond - Emerging Market	3	1.21%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%
Other
Invesco Select Companies Fund Class R	ATIRX		Other	0	1.41%
Nuveen Strategy Growth Allocation A	FAGSX		Other	0	0.4%
Oppenheimer Limited-Term Bond Fund Class A	OUSGX		Other	0	0.9%
Putnam Capital Opportunities Fund Class R	PCORX		Other	0	1.43%
American Century Investments One Choice 2020 Portfolio A Class	ARBMX		Other	0	0.45%
Morgan Stanley Liquid Asset Fund	DWLXX		Other	0	0%

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