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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
MM S&P 500 Index Fund Class I	MMIZX	C	U.S. Large Cap	15	0.08%
Fidelity Advisor Leveraged Company Stock Fund I Class	FLVIX	B	U.S. All Cap	20	0.84%
U.S. Equities - Growth
MassMutual Select Mid Cap Growth Equity Fund II Class I	MEFZX	B-	U.S. Mid Cap - Growth	17	0.73%
Oppenheimer Global Fund Class I	OGLIX	A--	U.S. All Cap - Growth	18	0.71%
Oppenheimer Capital Appreciation Fund Class Y	OTCYX	C--	U.S. All Cap - Growth	21	0.71%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Royce Total Return Fund Institutional Class	RTRIX	D++	U.S. Small Cap - Value	21	1%
Specialty
Nuveen Real Estate Securities Fund Class I	FARCX	C++	U.S. Real Estate	17	1%
Global & Intl. Equity
AllianzGI NFJ International Value Fund Institutional Class	ANJIX	A	Emerging Markets	13	0.89%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Other
Manning & Napier Target 2040 Series Class I	MTTIX		Other	0	0.05%

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