MedAmerica 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
Schwab Total Stock Market Index Fund	SWTSX	C	U.S. All Cap	16	0.09%
U.S. Equities - Growth
American Funds The Growth Fund of America Class A	AGTHX	B--	U.S. All Cap - Growth	18	0.7%
Vanguard Explorer Fund Investor Class	VEXPX	A--	U.S. Small Cap - Growth	19	0.5%
Calamos Growth Fund Class A	CVGRX	C--	U.S. All Cap - Growth	21	1.26%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
SEI Institutional Managed Trust Small Cap Value Fund Class A	SESVX	C++	U.S. Small Cap - Value	24	1.14%
Specialty
Invesco Real Estate Fund Class A	IARAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
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%

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