Max Rieke & Brothers Employees 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
PIMCO Short-Term Fund Class A	PSHAX	C-	U.S. Mega Cap	1	0.7%
Janus Balanced Fund Class S	JABRX	C-	U.S. Mega Cap	10	1.08%
Ivy Asset Strategy Fund Class A	WASAX	B	U.S. All Cap	11	0.96%
T. Rowe Price Retirement 2030 Fund Advisor Class	PARCX	C	U.S. All Cap	11	0.25%
T. Rowe Price Retirement 2040 Fund Advisor Class	PARDX	C	U.S. All Cap	13	0.25%
T. Rowe Price Retirement 2050 Fund Advisor Class	PARFX	C	U.S. All Cap	14	0.25%
SSgA S&P 500 Index Fund N Class	SVSPX	C	U.S. Large Cap	15	0.17%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
Fidelity Advisor Small Cap Fund Class A	FSCDX	B+	U.S. Small Cap	20	1%
Voya Russell Small Cap Index Portfolio Class A	IRSIX	C+	U.S. Small Cap	23	0.95%
Fidelity Advisor High Income Advantage Fund Class A	FAHDX	A	U.S. All Cap	6	1.02%
T. Rowe Price Retirement Balanced Fund Advisor Class	PARIX	B	U.S. All Cap	6	0.25%
T. Rowe Price Retirement 2010 Fund Advisor Class	PARAX	B	U.S. All Cap	7	0.25%
T. Rowe Price Retirement 2020 Fund Advisor Class	PARBX	C	U.S. All Cap	8	0.25%
VY T. Rowe Price Capital Appreciation A	ITRAX	B	U.S. All Cap	10	1.24%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	C	U.S. All Cap	10	1.05%
U.S. Equities - Growth
Franklin Growth Series Class A	FKGRX	B--	U.S. All Cap - Growth	17	0.91%
Fidelity Advisor New Insights Fund Class A	FNIAX	C--	U.S. Large Cap - Growth	19	0.94%
Janus Forty Fund Class S	JARTX	B--	U.S. All Cap - Growth	20	0.91%
T. Rowe Price Growth Stock Fund Advisor Class	TRSAX	B--	U.S. Large Cap - Growth	20	0.93%
JPMorgan Mid Cap Growth Fund Class A	OSGIX	D-	U.S. Mid Cap - Growth	21	1.23%
U.S. Equities - Value
American Century Equity Income Fund A Class	TWEAX	C++	U.S. Mega Cap - Value	11	1.18%
Columbia Dividend Income Fund Class A	LBSAX	B++	U.S. Mega Cap - Value	13	1.02%
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
Victory RS Large Cap Alpha Fund Class A	GPAFX	C++	U.S. Large Cap - Value	16	0.92%
American Century Mid Cap Value Fund A Class	ACLAX	D++	U.S. All Cap - Value	16	1.25%
VY T. Rowe Price Equity Income Portfolio Class A	ITEAX	C++	U.S. All Cap - Value	17	1.24%
Goldman Sachs Mid Cap Value Fund Service Class	GSMSX	C++	U.S. Mid Cap - Value	17	1.24%
BlackRock Basic Value Fund Investor A Shares	MDBAX	C++	U.S. All Cap - Value	18	0.81%
iShares Core S&P Mid-Cap ETF	IJH	D++	U.S. Mid Cap - Value	19	0.14%
Goldman Sachs Small Cap Value Fund Service	GSSSX	F++	U.S. Small Cap - Value	25	1.48%
Global & Intl. Equity
SSgA International Stock Selection Fund N Class	SSAIX	B+	Europe	14	1%
Templeton Foreign Fund Class A	TEMFX	D++	International Small Cap	15	1.19%
Janus Overseas Fund Class S	JIGRX	B++	International Small Cap	15	0.93%
Delaware Emerging Markets Fund Class A	DEMAX	C	Emerging Markets	19	1.71%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Goldman Sachs Short Duration Government Fund Class A Shares	GSSDX	C	Bond - U.S. Mortgages	1	0.82%
Delaware Limited-Term Diversified Income Fund Class A	DTRIX	C-	Bond - Multi Sector	1	0.82%
Lord Abbett Short Duration Income Fund Class A	LALDX	B++	Bond - U.S. High Yield	1	0.58%
American Century Short Duration Inflation Protection Bond Fund A Class	APOAX	B+	U.S. Treasury - TIPS	2	0.82%
Delaware Diversified Income Fund Class A	DPDFX	B-	Bond - Multi Sector	3	0.9%
Victory INCORE Investment Quality Bond Fund Class A	GUIQX	C	Bond - U.S. Corporate	3	0.85%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Janus Flexible Bond Fund Class S	JADFX	B-	Bond - Multi Sector	3	0.95%
American Century Diversified Bond Fund A Class	ADFAX	B-	Bond - Multi Sector	3	0.85%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
Other
BlackRock Capital Appreciation Inv A	SRLAX		Other	0	1.15%
Columbia International Value Fund Class A	NIVLX		Other	0	1.43%
Lord Abbett Classic Stock Fund A	LRLCX		Other	0	0.98%
SSgA Bond Market Fund Institutional Class	SSBMX		Other	0	0.5%
SSGA Money Market Fund N Class	SSMXX		Other	0	0%

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