National Corporate Management 401 K Profit Sharing Plan Trust

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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
Ivy Asset Strategy Fund Class C	WASCX	C	U.S. All Cap	11	1.68%
JPMorgan SmartRetirement 2035 Fund Class C Shares	SRJCX	C	U.S. All Cap	11	0.94%
JPMorgan SmartRetirement 2040 Fund Class C Shares	SMTCX	C	U.S. All Cap	13	0.94%
BlackRock Health Sciences Opportunities Portfolio Investor C Shares	SHSCX	F	U.S. Large Cap	14	1.95%
Calamos Growth & Income Fund Class C	CVTCX	D	U.S. All Cap	15	1.84%
Davis New York Venture Fund Class C	NYVCX	A	U.S. All Cap	17	1.67%
Loomis Sayles Strategic Income Fund Class C	NECZX	B	U.S. All Cap	4	1.7%
JPMorgan SmartRetirement 2020 Fund Class C Shares	JTTCX	C	U.S. All Cap	6	0.93%
JPMorgan SmartRetirement 2025 Fund Class C Shares	JNSCX	C	U.S. All Cap	8	0.94%
JPMorgan SmartRetirement 2030 Fund Class C Shares	JSMCX	C	U.S. All Cap	9	0.94%
BlackRock Global Allocation Fund, Inc. Investor C Shares	MCLOX	C	U.S. All Cap	10	1.8%
U.S. Equities - Growth
Calamos Growth Fund Class C	CVGCX	C--	U.S. All Cap - Growth	21	2.01%
Federated Kaufmann Small Cap Fund Class C Shares	FKCSX	C--	U.S. Small Cap - Growth	22	2.5%
U.S. Equities - Value
MFS Value Fund Class C	MEICX	C++	U.S. Mega Cap - Value	14	1.67%
BlackRock Large Cap Value Fund Investor C Shares	MCLVX	C++	U.S. Large Cap - Value	15	2.02%
BlackRock Equity Dividend Fund Investor C Shares	MCDVX	D++	U.S. All Cap - Value	16	1.68%
Perkins Mid Cap Value Fund Class C	JMVCX	F++	U.S. Mid Cap - Value	17	1.68%
Ivy Global Natural Resources Fund Class C	IGNCX	D++	U.S. All Cap - Value	19	2.18%
JPMorgan Mid Cap Value Fund Class C	JCMVX	D++	U.S. Mid Cap - Value	19	1.74%
Franklin Income Series Class C	FCISX	B++	U.S. Mega Cap - Value	10	1.12%
Specialty
Oppenheimer Gold & Special Minerals Fund Class C	OGMCX	A--	Gold	33	2.01%
Global & Intl. Equity
Thornburg International Value Fund Class C	THGCX	B+	Europe	14	2.01%
Oppenheimer Developing Markets Fund Class C	ODVCX	C	Emerging Markets	17	2.05%
Delaware Emerging Markets Fund Class C	DEMCX	C	Emerging Markets	19	2.46%
Oppenheimer International Bond Fund Class C	OIBCX	F++	International Small Cap	7	1.69%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock U.S. Government Bond Portfolio Investor C Shares	BIGCX	C--	U.S. Treasury - Intermediate / Long	2	1.72%
Loomis Sayles Investment Grade Bond Fund Class C	LGBCX	B	Bond - U.S. Corporate	2	1.58%
Delaware Diversified Income Fund Class C	DPCFX	C	Bond - U.S. Corporate	3	1.65%
JPMorgan Core Bond Fund Class C	OBOCX	C-	Bond - Multi Sector	3	1.4%
Templeton Global Bond Fund Class C	TEGBX	D-	U.S. Treasury - Short / Intermediate	3	1.26%
Other
Columbia Large Cap Growth Fund II Class C	NMYCX		Other	0	1.98%
BlackRock Ready Assets Prime Money Fund	MRAXX		Other	0	0%
BlackRock U.S. Government Bond Portfolio Investor C1 Shares	BIGHX		Other	0	1.53%

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