Gliffy, Inc. 401(K) 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
Janus Balanced Fund Class R	JDBRX	C-	U.S. Mega Cap	10	1.33%
Vanguard Target Retirement 2035 Fund Investor Shares	VTTHX	C	U.S. All Cap	11	0.19%
Vanguard Target Retirement 2040 Fund Investor Shares	VFORX	C	U.S. All Cap	12	0.19%
Vanguard Target Retirement 2045 Fund Investor Shares	VTIVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2055 Fund Investor Shares	VFFVX	C	U.S. All Cap	13	0.19%
Vanguard Target Retirement 2050 Fund Investor Shares	VFIFX	C	U.S. All Cap	13	0.19%
Neuberger Berman Socially Responsive Fund Class R3	NRARX	B	U.S. All Cap	15	1.3%
American Funds Fundamental Investors Class R-3	RFNCX	C	U.S. Large Cap	15	0.96%
Vanguard Total Stock Market Index Fund Investor Shares	VTSMX	C	U.S. All Cap	16	0.17%
SSgA S&P Mid Cap Index Ret Opt		C+	U.S. Mid Cap	16	0.09%
JPMorgan U.S. Equity Fund Class R2	JUEZX	D	U.S. Large Cap	16	1.22%
Neuberger Berman Genesis Fund Advisor Class	NBGAX	F+	U.S. Mid Cap	18	1.38%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. All Cap	5	0.17%
Vanguard Target Retirement 2015 Fund Investor Shares	VTXVX	D	U.S. Large Cap	7	0.17%
Vanguard Target Retirement 2020 Fund Investor Shares	VTWNX	D	U.S. All Cap	8	0.17%
Vanguard Target Retirement 2025 Fund Investor Shares	VTTVX	D	U.S. All Cap	9	0.18%
Vanguard Target Retirement 2030 Fund Investor Shares	VTHRX	C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-3	RNPCX	A--	U.S. All Cap - Growth	17	1.11%
Goldman Sachs Mid-Cap Opportunities Ret Opt		D-	U.S. Mid Cap - Growth	20	1.35%
Alger Capital Appreciation Fund Class A	ACAAX	D--	U.S. All Cap - Growth	21	1.26%
Invesco Small Cap Growth Fund Class A	GTSAX	B--	U.S. Small Cap - Growth	25	1.21%
U.S. Equities - Value
BlackRock Equity Dividend Fund R Shares	MRDVX	D++	U.S. All Cap - Value	16	1.28%
Vanguard Small Capitalization Value Index Fund Investor Shares	VISVX	B++	U.S. Small Cap - Value	22	0.24%
Specialty
Vanguard REIT Index Fund Investor Shares	VGSIX	B++	U.S. Real Estate	18	0.24%
Wells Fargo Precious Metals Fund - Class A	EKWAX	F--	Gold	35	1.09%
Global & Intl. Equity
Thornburg International Growth Fund Class R3	TIGVX	F	Emerging Markets	16	1.5%
Bonds
Transamerica Stable Value Advantage Option		C	U.S. Cash / Money Market	0	0%
Calvert Bond Portfolio Class I	CBDIX	A-	Bond - Multi Sector	3	0.51%
JPMorgan Core Bond Fund Class R2	JCBZX	B-	Bond - Multi Sector	3	1%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
JPMorgan High Yield Fund Class R2	JHYZX	A++	Bond - U.S. High Yield	3	1.34%
SSgA U.S. Bond Index Ret Opt		C-	Bond - Multi Sector	3	0.07%
Templeton Global Bond Fund Class R	FGBRX	D-	U.S. Treasury - Short / Intermediate	3	1.11%
American Century Inflation Adjusted Bond Fund Class R	AIARX	C+	U.S. Treasury - TIPS	4	0.97%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%
Invesco Mid Cap Core Equity Fund Class A	GTAGX		Other	0	1.16%
Columbia Small/Mid Cap Value Fund Class R	RMVTX		Other	0	1.5%
SSgA Emerging Markets Select	SEMSX		Other	0	1.03%
Wells Fargo Advantage Small Cap Value Fund Investor Class	SSMVX		Other	0	1.33%
Wells Fargo Advantage Government Securities Fund Investor Class	STVSX		Other	0	0.87%
Calvert Equity Portfolio Ret Opt			Other	0	1.23%

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