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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
Calvert Aggressive Allocation Fund Class A	CAAAX	C	U.S. All Cap	13	0.43%
American Funds Investment Company of America Class A	AIVSX	C	U.S. Large Cap	14	0.61%
American Funds Fundamental Investors Class A	ANCFX	C	U.S. Large Cap	15	0.63%
ClearBridge Aggressive Growth Fund Class A	SHRAX	D	U.S. All Cap	18	1.23%
The Hartford MidCap Fund Class R3	HFMRX	F+	U.S. Mid Cap	18	1.48%
Victory Munder Mid-Cap Core Growth Fund Class A	MGOAX	F+	U.S. Mid Cap	19	1.32%
Prudential Jennison Small Company Fund Class A	PGOAX	A+	U.S. Mid Cap	20	1.15%
American Funds American Balanced Fund Class A	ABALX	B	U.S. Large Cap	9	0.61%
U.S. Equities - Growth
Franklin Convertible Securities Fund Class A	FISCX	C-	U.S. Mid Cap - Growth	15	0.88%
American Funds SMALLCAP World Fund Class A	SMCWX	A-	U.S. Mid Cap - Growth	16	1.13%
American Funds The New Economy Fund Class A	ANEFX	C--	U.S. All Cap - Growth	17	0.83%
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%
VY Oppenheimer Global Portfolio Class A	IGMAX	B--	U.S. All Cap - Growth	19	1.22%
Columbia Large Cap Growth Fund III Class A	NFEAX	C--	U.S. All Cap - Growth	20	1.21%
Lord Abbett Bond Debenture Fund Class A	LBNDX	A-	U.S. Mid Cap - Growth	4	0.96%
U.S. Equities - Value
American Funds Washington Mutual Investors Fund Class A	AWSHX	D++	U.S. Mega Cap - Value	14	0.6%
Natixis Funds Trust II Oakmark Fund Class A	NEFOX	A++	U.S. All Cap - Value	19	1.3%
Delaware Small Cap Value Fund Class A	DEVLX	C++	U.S. Small Cap - Value	25	1.25%
American Funds The Income Fund of America Class A	AMECX	B++	U.S. Mega Cap - Value	9	0.58%
American Funds Capital Income Builder Class R-3	RIRCX	C++	U.S. Mega Cap - Value	9	0.97%
Specialty
Principal Global Real Estate Securities Fund Class A	POSAX	B++	U.S. Real Estate	15	1.37%
VanEck International Investors Gold Fund Class A	INIVX	F--	Gold	35	1.45%
Global & Intl. Equity
Henderson Global Equity Income Fund Class A	HFQAX	B	International Large Cap - Value	13	1.22%
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
T. Rowe Price Short-Term Bond Fund Advisor Class	PASHX	C-	U.S. Treasury - Short / Intermediate	1	0.87%
MainStay Floating Rate Fund Class A	MXFAX	B++	Bond - U.S. High Yield	2	1%
Franklin U.S. Government Securities Series Class A	FKUSX	C	Bond - U.S. Mortgages	2	0.73%
American Funds The Bond Fund of America Class A	ABNDX	B-	Bond - Multi Sector	3	0.61%
Templeton Global Bond Fund Class A	TPINX	D-	U.S. Treasury - Short / Intermediate	3	0.86%
Federated High-Income Bond Fund Class A Shares	FHIIX	C++	Bond - U.S. High Yield	3	1.23%
Other
Invesco Moderate Allocation Fund Class A	AMKAX		Other	0	0.46%
Invesco Conservative Allocation A	ACNAX		Other	0	0.48%
VY Pioneer High Yield Portfolio Class I	IPHIX		Other	0	0.71%
Invesco Van Kampen Asset Allc Cnsrv A	VACAX		Other	0	0.4%
Schwab Value Advantage Money Fu	SWAXX		Other	0	0%
Federated Clover Value Fund Class A Shares	VFCAX		Other	0	1.19%

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