Transamerica

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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 - Growth
Alger Capital Appreciation Fund Class A	ACAAX	D--	U.S. All Cap - Growth	21	1.26%
Lord Abbett Developing Growth Fund Class A	LAGWX	F--	U.S. Small Cap - Growth	30	1.11%
U.S. Equities - Value
RidgeWorth Ceredex Large Cap Value Equity Fund C Shares	SVIFX	C++	U.S. Large Cap - Value	16	1.71%
Lord Abbett Fundamental Equity Fund Class A	LDFVX	D++	U.S. Large Cap - Value	16	1.06%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares	SMVTX	B++	U.S. Large Cap - Value	16	1.09%
RidgeWorth Ceredex Small Cap Value Equity Fund Class Institutional	SCETX	C++	U.S. Mid Cap - Value	19	1.22%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Other
Transamerica Small/Mid Cap Value Fund Class B	IIVBX		Other	0	2.08%
Transamerica Morgan Stanley Gr Oppots P	TGOPX		Other	0	1.32%

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