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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
BlackRock Large Cap Core Fund Investor A Shares	MDLRX	C	U.S. Large Cap	16	1.14%
Oppenheimer Main Street Select Fund Class A	OMSOX	C	U.S. Large Cap	16	1.19%
Davis New York Venture Fund Class A	NYVTX	A	U.S. All Cap	17	0.88%
ClearBridge Aggressive Growth Fund Class A	SHRAX	D	U.S. All Cap	18	1.23%
Wells Fargo Asset Allocation Fund - Class A	EAAFX	C	U.S. All Cap	10	0.85%
U.S. Equities - Growth
Oppenheimer Global Fund Class A	OPPAX	A--	U.S. All Cap - Growth	18	1.19%
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
BlackRock Flexible Equity Fund Investor A Shares	BMCAX	D--	U.S. Large Cap - Growth	20	1.29%
Hartford Healthcare HLS Fund Class IB	HBGHX	D-	U.S. Mid Cap - Growth	24	1.14%
Invesco Small Cap Growth Fund Class A	GTSAX	B--	U.S. Small Cap - Growth	25	1.21%
Alger Mid Cap Growth Institutional Fund Class I	ALMRX	F-	U.S. Mid Cap - Growth	27	1.29%
U.S. Equities - Value
Eaton Vance Large-Cap Value Fund Class A	EHSTX	D++	U.S. Large Cap - Value	16	0.99%
Goldman Sachs Mid Cap Value Fund Class A	GCMAX	C++	U.S. Mid Cap - Value	17	1.14%
Hotchkis & Wiley Large Cap Value Fund Class A	HWLAX	B++	U.S. All Cap - Value	22	1.26%
American Century Small Cap Value Fund A Class	ACSCX	A++	U.S. Small Cap - Value	24	1.47%
MFS Total Return Fund Class A	MSFRX	B++	U.S. Mega Cap - Value	9	0.75%
Franklin Income Fund Class A	FKINX	A++	U.S. Mega Cap - Value	9	0.62%
Specialty
Franklin Utilities Class A	FKUTX	F++	U.S. Real Estate	16	0.75%
Global & Intl. Equity
Thornburg International Value Fund Class R3	TGVRX	A+	Europe	14	1.45%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Class A	PTTAX	B-	Bond - Multi Sector	3	0.85%
Pioneer High Yield Fund Class A	TAHYX	B++	Bond - U.S. High Yield	3	1.14%

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