Architectural Systems, Inc Retirement 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
John Hancock Funds Retirement Living through 2030 Portfolio Class 1	JLFOX	C	U.S. All Cap	11	0.13%
John Hancock Funds Lifestyle Growth Portfolio Class 1	JILGX	B	U.S. All Cap	12	0.11%
John Hancock Funds Retirement Living through 2035 Portfolio Class 1	JLHOX	C	U.S. All Cap	13	0.13%
John Hancock Funds Retirement Living through 2040 Portfolio Class 1	JLIOX	C	U.S. All Cap	14	0.14%
John Hancock Funds Retirement Living through 2045 Portfolio Class 1	JLJOX	C	U.S. All Cap	14	0.14%
John Hancock Funds Retirement Living through 2050 Portfolio Class 1	JLKOX	C	U.S. All Cap	14	0.16%
American Funds Investment Company of America Class R-5	RICFX	D	U.S. Large Cap	14	0.35%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1	JILAX	B	U.S. All Cap	15	0.11%
John Hancock Variable Insurance Trust 500 Index Trust B Series I	JFIVX	D	U.S. Large Cap	16	0.73%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
John Hancock Variable Insurance Trust Mid Cap Index Trust Series I	JECIX	F+	U.S. Mid Cap	27	0.49%
John Hancock Funds Lifestyle Conservative Portfolio Class 1	JILCX	B	U.S. All Cap	4	0.11%
John Hancock Funds Retirement Living through 2010 Portfolio Class 1	JLAOX	B	U.S. All Cap	6	0.14%
John Hancock Funds Lifestyle Moderate Portfolio Class 1	JILMX	B	U.S. All Cap	6	0.11%
John Hancock Funds Retirement Living through 2015 Portfolio Class 1	JLBOX	B	U.S. All Cap	7	0.14%
John Hancock Funds Retirement Living through 2020 Portfolio Class 1	JLDOX	B	U.S. All Cap	8	0.13%
John Hancock Funds Lifestyle Balanced Portfolio Class 1	JILBX	B	U.S. All Cap	9	0.11%
John Hancock Funds Retirement Living through 2025 Portfolio Class 1	JLEOX	C	U.S. All Cap	10	0.13%
U.S. Equities - Growth
Oppenheimer Global Fund Class Fund Class Y	OGLYX	A--	U.S. All Cap - Growth	18	0.92%
American Funds The Growth Fund of America Class R-5	RGAFX	B--	U.S. All Cap - Growth	18	0.39%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
John Hancock Funds New Opportunities Fund Class 1	JISOX	B--	U.S. Small Cap - Growth	20	1.02%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
Franklin Small-Mid Cap Growth Fund Class A	FRSGX	C-	U.S. Mid Cap - Growth	21	0.96%
John Hancock II Mid Cap Stock Fund Class 1	JIMSX	D-	U.S. Mid Cap - Growth	23	0.92%
U.S. Equities - Value
Franklin Mutual Global Discovery Fund Class Z	MDISX	B++	U.S. All Cap - Value	15	0.98%
T. Rowe Price Equity Income Fund Advisor Class	PAFDX	C++	U.S. All Cap - Value	17	0.94%
John Hancock Variable Insurance Trust Mid Value Trust Series I	JEMUX	D++	U.S. Mid Cap - Value	20	0.99%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
John Hancock Variable Insurance Trust Small Cap Value Trust Series I	JESVX	F++	U.S. Mid Cap - Value	31	1.15%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
DFA International Value Portfolio Institutional Class	DFIVX	A	International Large Cap - Value	18	0.43%
Bonds
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
John Hancock Variable Insurance Trust Total Bond Market Trust B Series I	JTBMX	C-	Bond - Multi Sector	4	0.3%
Other
John Hancock Variable Insurance Trust Value Trust Series I	JEVLX		Other	0	0.81%

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