Ronald Walker Associates Ii 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
T. Rowe Price Retirement 2030 Fund Class R	RRTCX	C	U.S. All Cap	11	0.5%
T. Rowe Price Retirement 2040 Fund Class R	RRTDX	C	U.S. All Cap	13	0.5%
T. Rowe Price Retirement 2050 Fund Class R	RRTFX	C	U.S. All Cap	14	0.5%
Victory Diversified Stock Fund Class A	SRVEX	D	U.S. All Cap	17	1.08%
Fidelity Advisor Small Cap Fund Class T	FSCTX	B+	U.S. Small Cap	20	1.21%
T. Rowe Price Retirement 2010 Fund Class R	RRTAX	C	U.S. All Cap	7	0.5%
T. Rowe Price Retirement 2020 Fund Class R	RRTBX	C	U.S. All Cap	8	0.5%
U.S. Equities - Growth
Goldman Sachs Large Cap Growth Insights Fund Class A	GLCGX	C--	U.S. Large Cap - Growth	20	0.95%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
American Century Heritage Fund A Class	ATHAX	D-	U.S. Mid Cap - Growth	22	1.25%
U.S. Equities - Value
AllianzGI NFJ Small-Cap Value Fund Class A	PCVAX	F++	U.S. Mid Cap - Value	20	1.17%
Global & Intl. Equity
Janus Overseas Fund Class S	JIGRX	B++	International Small Cap	15	0.93%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Other
Deutsche Large Cap Value Fund Class A	KDCAX		Other	0	0.99%

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