P&A Group Retirement

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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
American Funds 2035 Target Date Retirement Fund Class R-4	RDFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-4	RDGTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-4	RDHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-4	RDITX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-4	RDJTX	C	U.S. All Cap	13	0%
American Funds Capital World Growth and Income Fund Class A	CWGIX	C	U.S. Large Cap	13	0.8%
American Funds Investment Company of America Class A	AIVSX	C	U.S. Large Cap	14	0.61%
Columbia Large Cap Index Fund Class A	NEIAX	C	U.S. Large Cap	15	0.45%
American Funds AMCAP Fund Class A	AMCPX	D	U.S. Large Cap	15	0.7%
Dreyfus Opportunistic Midcap Value Fund Class A	DMCVX	D+	U.S. Mid Cap	17	1.18%
Baron Growth Fund Retail Shares	BGRFX	F+	U.S. Mid Cap	20	1.3%
American Funds 2010 Target Date Retirement Fund Class R-4	RDATX	C	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-4	RDBTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-4	RDCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-4	RDDTX	C	U.S. Large Cap	8	0%
American Funds American Balanced Fund Class A	ABALX	B	U.S. Large Cap	9	0.61%
American Funds 2030 Target Date Retirement Fund Class R-4	RDETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Funds New Perspective Fund Class A	ANWPX	A--	U.S. All Cap - Growth	17	0.79%
American Funds The Growth Fund of America Class A	AGTHX	B--	U.S. All Cap - Growth	18	0.7%
U.S. Equities - Value
JPMorgan Intrepid Value Fund Class A Shares	JIVAX	B++	U.S. All Cap - Value	16	0.94%
Invesco Equally-Weighted S&P 500 Fund Class A	VADAX	B++	U.S. All Cap - Value	16	0.57%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
T. Rowe Price Small-Cap Value Fund Advisor Class	PASVX	B++	U.S. Small Cap - Value	20	1.09%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
Global & Intl. Equity
BlackRock International Index Fund Investor A Shares	MDIIX	B-	International Large Cap	14	0.6%
American Funds New World Fund Class A	NEWFX	A	Emerging Markets	16	1.06%
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Bonds
American Funds Short-Term Bond Fund of America Class A	ASBAX	C-	U.S. Treasury - Short / Intermediate	1	0.6%
American Funds Intermediate Bond Fund of America Class A	AIBAX	C-	U.S. Treasury - Short / Intermediate	1	0.6%
PIMCO GNMA Fund Class A	PAGNX	C	Bond - U.S. Mortgages	2	0.9%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
Other
Invesco Mid Cap Core Equity Fund Class A	GTAGX		Other	0	1.16%
Dreyfus Intermediate Term Income Fund Class A	DRITX		Other	0	0.86%

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