Kitsap Bank

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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
MFS Growth Allocation Fund Class R3	MAGEX	B	U.S. All Cap	11	0.34%
Pioneer Fundamental Growth Fund Class A	PIGFX	D-	U.S. Mega Cap	17	1.08%
MFS Conservative Allocation Fund Class R3	MACNX	C	U.S. All Cap	6	0.32%
MFS Moderate Allocation Fund Class R3	MAMHX	C	U.S. All Cap	8	0.33%
U.S. Equities - Growth
T. Rowe Price Growth Stock Fund Advisor Class	TRSAX	B--	U.S. Large Cap - Growth	20	0.93%
Alger SMid Cap Growth Fund Class A	ALMAX	C-	U.S. Mid Cap - Growth	23	1.29%
Buffalo Small Cap Fund	BUFSX	A--	U.S. Small Cap - Growth	25	1%
U.S. Equities - Value
MFS Value Fund Class A	MEIAX	C++	U.S. Mega Cap - Value	14	0.92%
T. Rowe Price Mid-Cap Value Fund Advisor Class	TAMVX	C++	U.S. Mid Cap - Value	18	1.06%
BlackRock Natural Resources Trust Institutional Shares	MAGRX	B++	U.S. All Cap - Value	23	0.8%
Prudential QMA Small-Cap Value Fund Class Retirement	TSVRX	C++	U.S. Small Cap - Value	30	1.17%
Specialty
Nuveen Real Estate Securities Fund Class I	FARCX	C++	U.S. Real Estate	17	1%
First Eagle Gold Fund Class A	SGGDX	D--	Gold	26	1.25%
Global & Intl. Equity
Invesco International Growth Fund R5 Class	AIEVX	B-	International Large Cap - Growth	14	0.97%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
American Century Inflation Adjusted Bond Fund Investor Class	ACITX	C+	U.S. Treasury - TIPS	4	0.47%
Other
Nuveen Equity Index Fund Class I	FEIIX		Other	0	0.37%
MainStay ICAP Select Equity Fund Class I	ICSLX		Other	0	0.9%
Wells Fargo Advantage Core Bond Fund Investor Class	WTRZX		Other	0	0.81%
Invesco Treasurer's Series Trust Premier Portfolio Investor Class	IMRXX		Other	0	0%

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