GZA 401k

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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 Century Investments One Choice 2045 Portfolio Institutional Class	AOOIX	C	U.S. All Cap	11	0.01%
American Century Investments One Choice 2050 Portfolio Institutional Class	ARFSX	C	U.S. All Cap	11	0.01%
American Century Investments One Choice 2055 Portfolio Institutional Class	ARENX	C	U.S. All Cap	12	0.78%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
JPMorgan Disciplined Equity Fund Class R6	JDEUX	C	U.S. Large Cap	16	0.35%
Principal MidCap Fund R-5 Class	PMBPX	D+	U.S. Mid Cap	16	0.86%
American Century Investments One Choice 2025 Portfolio Institutional Class	ARWFX	C	U.S. All Cap	7	0.01%
American Century Investments One Choice In Retirement Portfolio Institutional Class	ATTIX	C	U.S. All Cap	8	0.01%
American Century Investments One Choice 2030 Portfolio Institutional Class	ARCSX	C	U.S. All Cap	8	0.01%
American Century Investments One Choice 2035 Portfolio Institutional Class	ARLIX	C	U.S. All Cap	9	0.01%
American Century Investments One Choice 2040 Portfolio Institutional Class	ARDSX	C	U.S. All Cap	10	0.01%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Admiral Shares	VEXAX	A--	U.S. Small Cap - Growth	20	0.1%
JPMorgan Large Cap Growth Fund Class R6	JLGMX	F--	U.S. All Cap - Growth	23	0.67%
U.S. Equities - Value
MFS Value Fund Class R4	MEIJX	C++	U.S. Mega Cap - Value	14	0.67%
JPMorgan Small Cap Equity Fund Class R5	JSERX	D++	U.S. Mid Cap - Value	18	0.79%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Columbia Acorn International Fund Class R5	CAIRX	A-	International Large Cap - Growth	15	0.91%
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Other
PIMCO Total Return Fund Class B	PTTBX		Other	0	1.6%
American Century Investments One Choice 2020 Portfolio Institutional Class	ARBSX		Other	0	0.01%

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