Ackerman-Estvold Engineering Savings 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
John Hancock Funds Retirement Choices at 2035 Portfolio Class 1	JRYOX	C	U.S. All Cap	10	0.3%
John Hancock Funds Retirement Choices at 2040 Portfolio Class 1	JRROX	C	U.S. All Cap	11	0.3%
John Hancock Funds Retirement Choices at 2045 Portfolio Class 1	JRVOX	C	U.S. All Cap	12	0.3%
John Hancock Funds Retirement Choices at 2050 Portfolio Class 1	JRIOX	C	U.S. All Cap	12	0.3%
American Funds Capital World Growth and Income Fund Class R-5	RWIFX	C	U.S. Large Cap	14	0.49%
American Funds Invmt Co of Amer R4	RICEX	C	U.S. Large Cap	14	0.65%
Parnassus Core Equity Fund - Investor Shares	PRBLX	C	U.S. Large Cap	15	0.87%
John Hancock Variable Insurance Trust 500 Index Trust B Series I	JFIVX	D	U.S. Large Cap	16	0.73%
John Hancock Variable Insurance Trust Small Cap Index Trust Series I	JESIX	F+	U.S. Small Cap	27	0.54%
John Hancock Variable Insurance Trust Mid Cap Index Trust Series I	JECIX	F+	U.S. Mid Cap	27	0.49%
John Hancock Funds Retirement Choices Income Portfolio Class 1	JRFOX	C	U.S. Large Cap	4	0.54%
John Hancock Funds Retirement Choices at 2025 Portfolio Class 1	JREOX	C	U.S. Large Cap	6	0.38%
John Hancock Funds Retirement Choices at 2030 Portfolio Class 1	JRHOX	C	U.S. All Cap	8	0.33%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-5	RNPFX	A--	U.S. All Cap - Growth	17	0.5%
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
John Hancock Funds Blue Chip Growth Fund Class 1	JIBCX	D--	U.S. Large Cap - Growth	21	0.83%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
John Hancock II Mid Cap Stock Fund Class 1	JIMSX	D-	U.S. Mid Cap - Growth	23	0.92%
U.S. Equities - Value
Templeton World Fund Class A	TEMWX	D++	U.S. Large Cap - Value	13	1.05%
American Funds Washington Mutual Investors Fund Class R-5	RWMFX	D++	U.S. Mega Cap - Value	14	0.35%
T. Rowe Price Equity Income Fund	PRFDX	C++	U.S. All Cap - Value	17	0.67%
AMG Managers Fairpointe Mid Cap Fund Class N	CHTTX	B++	U.S. Mid Cap - Value	17	1.11%
John Hancock Funds Disciplined Value Mid Cap Fund Class R6	JVMRX	D++	U.S. Mid Cap - Value	20	0.8%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	22	0.37%
American Funds The Income Fund of America Class R-4	RIDEX	B++	U.S. Mega Cap - Value	9	0.64%
American Funds Capital Income Builder Class R-4	RIREX	C++	U.S. Mega Cap - Value	9	0.65%
Specialty
Fidelity Real Estate Index	FSRNX	C++	U.S. Real Estate	20	0.07%
Global & Intl. Equity
John Hancock Variable Insurance Trust International Equity Index Trust B Series I	JIEQX	F++	International Small Cap	15	0.39%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
T. Rowe Price Short-Term Bond Fund	PRWBX	C++	Bond - U.S. High Yield	1	0.52%
John Hancock Funds Floating Rate Income Fund Class 1	JFIHX	A++	Bond - U.S. High Yield	2	0.75%
John Hancock Bond Fund Class R6	JHBSX	A-	Bond - Multi Sector	3	0.5%
American Funds Capital World Bond Fund Class R-5	RCWFX	D+	Bond - Emerging Market	4	0.57%
John Hancock Variable Insurance Trust Total Bond Market Trust B Series I	JTBMX	C-	Bond - Multi Sector	4	0.3%
Other
John Hancock Funds Retirement Choices at 2020 Portfolio Class 1	JRWOX		Other	0	0.45%

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