Integration Point 401(k)

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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
MainStay Moderate Growth Allocation Fund Class I	MGDIX	C	U.S. All Cap	12	0.12%
Fidelity Four-in-One Index Fund	FFNOX	C	U.S. All Cap	12	0.08%
Loomis Sayles Strategic Income Fund Class A	NEFZX	A	U.S. All Cap	4	0.95%
American Century Investments One Choice In Retirement Portfolio Investor Class	ARTOX	C	U.S. All Cap	6	0.2%
U.S. Equities - Growth
Fidelity Advisor New Insights Fund Class A	FNIAX	C--	U.S. Large Cap - Growth	19	0.94%
AB Discovery Growth Fund Advisor Class	CHCYX	F-	U.S. Mid Cap - Growth	24	0.89%
AB Small Cap Growth Portfolio Class I	QUAIX	C--	U.S. Small Cap - Growth	24	0.92%
U.S. Equities - Value
PIMCO RAE Fundamental PLUS Fund Class A	PIXAX	A++	U.S. All Cap - Value	17	1.19%
DFA U.S. Large Cap Value III Portfolio	DFUVX	C++	U.S. All Cap - Value	18	0.13%
Goldman Sachs Small Cap Value Fund Class A	GSSMX	F++	U.S. Small Cap - Value	25	1.38%
Hotchkis & Wiley Mid-Cap Value Fund Class A	HWMAX	A++	U.S. Small Cap - Value	27	1.26%
Franklin Income Fund Advisor Class	FRIAX	A++	U.S. Mega Cap - Value	10	0.47%
Global & Intl. Equity
Thornburg Investment Income Builder Fund Class R4	TIBGX	A	International Large Cap - Value	12	1.37%
Delaware Emerging Markets Fund Institutional Class	DEMIX	C	Emerging Markets	19	1.46%
Oakmark International Fund Class I	OAKIX	A	International Large Cap - Value	21	0.98%
Templeton Global Total Return Fund Class A	TGTRX	D	Emerging Markets	4	1%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%

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