Health Strategies Group

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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.

[Edit Plan Information]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
MFS Growth Allocation Fund Class R3	MAGEX	B	U.S. All Cap	11	0.34%
Columbia Large Cap Index Fund Class A	NEIAX	C	U.S. Large Cap	15	0.45%
JPMorgan U.S. Equity Fund Class A	JUEAX	D	U.S. Large Cap	16	0.97%
ClearBridge Aggressive Growth Fund Class A	SHRAX	D	U.S. All Cap	18	1.23%
PIMCO StocksPLUS Small Fund Class A	PCKAX	C+	U.S. Small Cap	24	1.09%
MFS Conservative Allocation Fund Class R3	MACNX	C	U.S. All Cap	6	0.32%
MFS Moderate Allocation Fund Class R3	MAMHX	C	U.S. All Cap	8	0.33%
U.S. Equities - Growth
Oppenheimer Global Fund Class A	OPPAX	A--	U.S. All Cap - Growth	18	1.19%
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
Ivy Science And Technology Fund Class A	WSTAX	C--	U.S. All Cap - Growth	22	1.26%
Goldman Sachs Small/Mid Cap Growth Fund Class IR	GTMTX	D-	U.S. Mid Cap - Growth	23	1.09%
Franklin Biotechnology Discovery Fund Class A	FBDIX	F	U.S. Micro Cap - Growth	25	1.1%
U.S. Equities - Value
RidgeWorth Ceredex Mid-Cap Value Equity Fund A Shares	SAMVX	B++	U.S. Large Cap - Value	16	1.35%
T. Rowe Price Equity Income Fund Advisor Class	PAFDX	C++	U.S. All Cap - Value	17	0.94%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
Invesco Comstock Fund Class A	ACSTX	B++	U.S. All Cap - Value	20	0.81%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
Ivy Energy Fund Class A	IEYAX	C++	U.S. Small Cap - Value	37	1.6%
Specialty
Wells Fargo Precious Metals Fund - Class A	EKWAX	F--	Gold	35	1.09%
Global & Intl. Equity
MFS International Value Fund Class R3	MINGX	C-	International Large Cap - Growth	13	1.08%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Virtus Emerging Markets Opportunities Fund Class A	HEMZX	D	Emerging Markets	16	1.58%
Bonds
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Loomis Sayles Bond Fund Retail Class	LSBRX	A	Bond - U.S. Corporate	4	0.92%
PIMCO Real Return Fund Administrative Class	PARRX	C+	U.S. Treasury - TIPS	4	0.7%

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