The H.T. Hackney Co. Employees Profit Sharing & Retirement 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
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	C	U.S. Large Cap	14	0.45%
Pioneer Global Equity Fund Class Y	PGSYX	A	U.S. All Cap	15	0.8%
MFS Core Equity Fund Class A	MRGAX	C	U.S. Large Cap	15	1.1%
MFS Core Equity Fund Class R6	MRGKX	C	U.S. Large Cap	15	0.75%
Principal MidCap Fund Class A	PEMGX	D+	U.S. Mid Cap	16	1.02%
Principal MidCap Fund Institutional Class	PCBIX	D+	U.S. Mid Cap	16	0.66%
Pioneer Fundamental Growth Fund Class K Shares	PFGKX	F-	U.S. Mega Cap	18	0.71%
Prudential Jennison Small Company Fund Class Z	PSCZX	A+	U.S. Mid Cap	20	0.85%
Prudential Jennison Small Company Fund Class A	PGOAX	A+	U.S. Mid Cap	20	1.15%
Goldman Sachs Small Cap Equity Insights Fund Institutional	GCSIX	B+	U.S. Small Cap	23	0.86%
AllianceBernstein High Income		A	U.S. All Cap	9	0%
U.S. Equities - Growth
Invesco Convertible Securities Fund Class R6	CNSFX	D-	U.S. Mid Cap - Growth	16	0.55%
Voya MidCap Opportunities Fund Class I	NMCIX	C-	U.S. Mid Cap - Growth	21	0.94%
Goldman Sachs Small Cap Growth Insights Fund Institutional Shares	GSIOX	B--	U.S. Small Cap - Growth	23	0.9%
U.S. Equities - Value
Columbia Dividend Income Fund Class Z	GSFTX	B++	U.S. Mega Cap - Value	13	0.77%
Pioneer Equity Income Fund Class K	PEQKX	D++	U.S. All Cap - Value	15	0.66%
Victory Sycamore Established Value Fund Class I	VEVIX	B++	U.S. Mid Cap - Value	19	0.67%
Delaware Small Cap Value Fund Institutional Class	DEVIX	C++	U.S. Small Cap - Value	25	1%
JPMorgan Small Cap Value Fund Class R6	JSVUX	C++	U.S. Small Cap - Value	27	0.85%
Specialty
Pioneer Real Estate Fund Class Y	PYREX	C++	U.S. Real Estate	18	1.01%
Global & Intl. Equity
MFS International New Discovery Fund Class R6	MIDLX	D++	International Small Cap	12	1.02%
BNY Mellon Diversified International		B-	International Large Cap	14	1.3%
Oppenheimer International Small-Mid Company Fund Class I	OSCIX	A-	International Large Cap - Growth	14	0.83%
Oppenheimer International Diversified Fund Class I	OIDIX	B-	International Large Cap - Growth	14	0.21%
Goldman Sachs International Small Cap Insights Fund Institutional Shares	GICIX	D++	International Small Cap	15	0.9%
Goldman Sachs International Equity Insights Fund Institutional Class	GCIIX	B-	International Large Cap	15	0.89%
Transamerica International Equity I	TSWIX	A-	International Large Cap	15	1.02%
Invesco Developing Markets Fund Class R6	GTDFX	C	Emerging Markets	15	0.97%
Oppenheimer International Growth Fund Class I	OIGIX	B-	International Large Cap - Growth	16	0.72%
Ivy International Core Equity Fund Class I	ICEIX	B+	Europe	16	1.04%
Goldman Sachs Emerging Markets Equity Fund Institutional Class	GEMIX	B	Emerging Markets	18	1.33%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Pioneer Short Term Income Fund Class Y	PSHYX	A-	Bond - Multi Sector	1	0.59%
JPMorgan Mortgage-Backed Securities Fund Class R6	JMBUX	B	Bond - U.S. Mortgages	1	0.25%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	F+	U.S. Treasury - TIPS	12	0.55%
Pioneer Bond Fund Class K	PBFKX	B	Bond - U.S. Corporate	3	0.56%
JPMorgan Core Plus Bond Fund Class R6	JCPUX	B-	Bond - Multi Sector	3	0.4%
Pioneer Strategic Income Fund Class K	STRKX	A+	Bond - Emerging Market	3	0.63%
JPMorgan Core Bond Fund Class R6	JCBUX	B-	Bond - Multi Sector	3	0.4%
Other
AllianceBernstein Discovery Value			Other	0	1.84%
Invesco International Allocation Fund R5 Class	INAIX		Other	0	0.18%
Oppenheimer Limited-Term Bond Fund Class Y	OUSYX		Other	0	0.65%
Pioneer Global Multisector Income Fund Class Y	PGYBX		Other	0	0.75%
Columbia Limited Duration Credit Fund Institutional Class	ALDIX		Other	0	0.47%
Principal MidCap Stock Inst	PMKIX		Other	0	0%
Columbia Emerging Markets Fund Class I Shares	CEHIX		Other	0	1.29%
Pioneer Floating Rate Fund Class Z	FLZRX		Other	0	0.9%

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