Deval LLC

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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
Fidelity Advisor Freedom 2050 Fund Class A	FFFLX	B	U.S. All Cap	13	0.25%
U.S. Equities - Growth
Oak Ridge Small Cap Growth Fund Class A	ORIGX	C--	U.S. Small Cap - Growth	20	1.4%
BlackRock Capital Appreciation Fund Investor A Shares	MDFGX	C--	U.S. Large Cap - Growth	20	1.09%
Lord Abbett Growth Opportunities Fund Class A	LMGAX	F-	U.S. Mid Cap - Growth	21	1.4%
U.S. Equities - Value
Lord Abbett Fundamental Equity Fund Class A	LDFVX	D++	U.S. Large Cap - Value	16	1.06%
BlackRock Mid Cap Value Opportunities Fund Investor A Shares	MDRFX	B++	U.S. Mid Cap - Value	18	1.16%
Franklin Small Cap Value Fund Class A	FRVLX	F++	U.S. Small Cap - Value	24	1.19%
Global & Intl. Equity
Putnam International Capital Opportunities Fund Class A	PNVAX	B++	International Small Cap	14	1.43%
Oppenheimer International Growth Fund Class A	OIGAX	B-	International Large Cap - Growth	16	1.2%
BlackRock Emerging Markets Fund Investor A Shares	MDDCX	A	Emerging Markets	18	1.6%
Bonds
Lord Abbett Short Duration Income Fund Class A	LALDX	B++	Bond - U.S. High Yield	1	0.58%
Lord Abbett Total Return Fund Class A	LTRAX	B-	Bond - Multi Sector	3	0.85%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
Other
Franklin Limited Maturity U.S. Government Securities Fund Class A	FRGVX		Other	0	0.77%
DWS Blue Chip A	KBCAX		Other	0	1.17%
Deutsche Strategic Government Securities Fund Class A	KUSAX		Other	0	0.81%
Putnam High Yield Trust Fund Class A	PHIGX		Other	0	1.02%
Oppenheimer Government Cash Reserves Fund Class B	CRBXX		Other	0	0%

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