403(b) Thrift Plan for Student Conservation Association, Inc

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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
Neuberger Berman Socially Responsive Fund Investor Class	NBSRX	B	U.S. All Cap	15	0.87%
Calvert Equity Portfolio Class A	CSIEX	D	U.S. Large Cap	15	1.2%
MM S&P 500 Index Fund Class R4	MIEAX	C	U.S. Large Cap	15	0.65%
MassMutual Premier Balanced Fund Class A	MMBDX	B	U.S. Large Cap	9	1.19%
U.S. Equities - Growth
American Funds The Growth Fund of America Class A	AGTHX	B--	U.S. All Cap - Growth	18	0.7%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
Columbia Acorn Fund Class A	LACAX	F-	U.S. Mid Cap - Growth	21	1.07%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
Victory Global Natural Resources Fund Class A	RSNRX	A++	U.S. Small Cap - Value	36	1.43%
MassMutual Select Fundamental Value Fund Class A	MFUAX	A++	U.S. Mid Cap - Value	49	1.23%
Global & Intl. Equity
MM MSCI EAFE International Index Fund Class A	MKRAX	B-	International Large Cap	14	0.88%
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Bonds
American Century Investments Capital Preservation Fund Investor Class	CPFXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
BlackRock Strategic Income Opportunities Portfolio Institutional Shares	BSIIX	B++	Bond - U.S. High Yield	2	0.65%
Calvert Bond Portfolio Class A	CSIBX	A-	Bond - Multi Sector	3	1.11%
MassMutual Premier Core Bond Fund Class A	MMCBX	B	Bond - U.S. Corporate	3	0.96%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	4	0.45%
Other
Invesco Select Companies Fund Class A	ATIAX		Other	0	1.16%
Voya Global Real Estate Fund Class A	IGLAX		Other	0	1.24%
Manning & Napier World Opportunities Fund Class A	EXWAX		Other	0	1.07%
MassMutual Premier Money Market Fund Class A	MKAXX		Other	0	0%

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