Iomax Usa, 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
American Funds 2035 Target Date Retirement Fund Class R-4	RDFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-4	RDGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-4	RDHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-4	RDITX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-4	RDJTX	C	U.S. All Cap	13	0%
American Funds Capital World Growth and Income Fund Class R-4	RWIEX	C	U.S. Large Cap	14	0.8%
Eaton Vance Worldwide Health Sciences Fund Class I	EIHSX	C	U.S. Large Cap	14	1.14%
MFS Massachusetts Investors Trust Class R4	MITDX	B	U.S. Large Cap	14	0.47%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
Sentinel Common Stock Fund Class A	SENCX	B-	U.S. Mega Cap	16	1.03%
ClearBridge Aggressive Growth Fund Class FI	LMPFX	D	U.S. All Cap	18	1.3%
Prudential Jennison Small Company Fund Class Q	PJSQX	A+	U.S. Mid Cap	20	0.7%
American Funds 2015 Target Date Retirement Fund Class R-4	RDBTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-4	RDCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-4	RDDTX	C	U.S. Large Cap	8	0%
American Funds 2030 Target Date Retirement Fund Class R-4	RDETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
Ivy Mid Cap Growth Fund Class Y	WMGYX	B-	U.S. Mid Cap - Growth	20	1.23%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
Columbia Seligman Communications and Information Fund Class R4	SCIOX	A--	U.S. All Cap - Growth	24	1.16%
U.S. Equities - Value
Dodge & Cox Global Stock Fund	DODWX	A++	U.S. All Cap - Value	18	0.65%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Columbia Mid Cap Index Fund Class R5 Shares	CPXRX	D++	U.S. Mid Cap - Value	19	0.2%
Columbia Mid Cap Value Fund Class A	CMUAX	C++	U.S. Mid Cap - Value	20	1.17%
Columbia Small Cap Index Fund Class R5 Shares	CXXRX	B++	U.S. Small Cap - Value	23	0.2%
MFS New Discovery Value Fund Class R4	NDVUX	B++	U.S. Small Cap - Value	23	1.2%
Franklin Income Fund Class A	FKINX	A++	U.S. Mega Cap - Value	9	0.62%
Specialty
Principal Real Estate Securities Fund R-4 Class	PRETX	C++	U.S. Real Estate	18	1.21%
Global & Intl. Equity
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	13	0.83%
T. Rowe Price International Stock Fund	PRITX	B-	International Large Cap - Growth	14	0.85%
Oppenheimer International Small-Mid Company Fund Class Y	OSMYX	A-	International Large Cap - Growth	14	0.83%
Oppenheimer International Growth Fund Class Y	OIGYX	B-	International Large Cap - Growth	16	0.9%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
Lord Abbett High Yield Fund Class A	LHYAX	B++	Bond - U.S. High Yield	4	0.95%
Western Asset Core Plus Bond Fund Class A	WAPAX	C	Bond - U.S. Corporate	4	0.79%
Other
Oppenheimer Equity Income Fund Class Y	OYEIX		Other	0	0.71%

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