NRAD Medical Associates, P.C.

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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
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
T. Rowe Price Retirement 2015 Fund	TRRGX	B	U.S. All Cap	7	0.65%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Columbia Acorn Fund Class Z	ACRNX	D-	U.S. Mid Cap - Growth	21	0.78%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	C++	U.S. Mega Cap - Value	13	0.31%
Gabelli Equity Income Fund Class AAA	GABEX	C++	U.S. All Cap - Value	15	1.39%
Invesco Diversified Dividend Fund R5 Class	DDFIX	D++	U.S. All Cap - Value	15	0.57%
Cambiar Small Cap Fund Class Investor	CAMSX	B++	U.S. Small Cap - Value	18	1.3%
T. Rowe Price Small-Cap Value Fund	PRSVX	B++	U.S. Small Cap - Value	20	0.81%
Specialty
Cohen & Steers Realty Shares Fund	CSRSX	B++	U.S. Real Estate	18	0.97%
Global & Intl. Equity
Janus Overseas Fund Class I	JIGFX	B++	International Small Cap	15	0.54%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Dreyfus Bond Market Index Fund Class I	DBIRX	C-	Bond - Multi Sector	3	0.15%
Other
Fidelity Treasury Only Money Market Fund	FDLXX		Other	0	0%

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