The Trustees of Bodin Associates 401(k) Plan

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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
John Hancock Funds Lifestyle Growth Portfolio Class 1	JILGX	B	U.S. All Cap	12	0.11%
John Hancock Funds Lifestyle Aggressive Portfolio Class 1	JILAX	B	U.S. All Cap	15	0.11%
JPMorgan U.S. Equity Fund Class R5	JUSRX	D	U.S. Large Cap	16	0.59%
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I	JETSX	F	U.S. All Cap	22	0.57%
Royce Opportunity Fund Investment Class	RYPNX	A+	U.S. Small Cap	25	1.16%
John Hancock Variable Insurance Trust Small Cap Index Trust Series I	JESIX	F+	U.S. Small Cap	27	0.54%
John Hancock Variable Insurance Trust Mid Cap Index Trust Series I	JECIX	F+	U.S. Mid Cap	27	0.49%
John Hancock Funds Lifestyle Conservative Portfolio Class 1	JILCX	B	U.S. All Cap	4	0.11%
John Hancock Funds Lifestyle Moderate Portfolio Class 1	JILMX	B	U.S. All Cap	6	0.11%
American Funds American Balanced Fund Class R-4	RLBEX	C	U.S. Large Cap	9	0.65%
John Hancock Funds Lifestyle Balanced Portfolio Class 1	JILBX	B	U.S. All Cap	9	0.11%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Fidelity Advisor New Insights Fund Class I	FINSX	B--	U.S. Large Cap - Growth	19	0.68%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
American Century Heritage Fund Investor Class	TWHIX	C-	U.S. Mid Cap - Growth	22	1%
Invesco Small Cap Growth Fund R5 Class	GTSVX	A--	U.S. Small Cap - Growth	25	0.83%
U.S. Equities - Value
Franklin Founding Funds Allocation Fund Advisor Class	FFAAX	D++	U.S. Large Cap - Value	12	0.14%
Franklin Mutual Global Discovery Fund Class Z	MDISX	B++	U.S. All Cap - Value	15	0.98%
John Hancock Funds Disciplined Value Fund Class R6	JDVWX	B++	U.S. All Cap - Value	17	0.73%
John Hancock Funds Equity-Income Fund Class 1	JIEMX	C++	U.S. All Cap - Value	17	0.83%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	18	0.09%
John Hancock Variable Insurance Trust Mid Value Trust Series I	JEMUX	D++	U.S. Mid Cap - Value	20	0.99%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
T. Rowe Price Spectrum Income Fund	RPSIX	B++	U.S. Large Cap - Value	3	0.69%
Specialty
John Hancock II Real Estate Securities Fund Class 1	JIREX	B++	U.S. Real Estate	18	0.79%
Global & Intl. Equity
American Funds EuroPacific Growth Fund Class R-5	RERFX	A-	International Large Cap - Growth	16	0.54%
Oppenheimer International Growth Fund Class Y	OIGYX	B-	International Large Cap - Growth	16	0.9%
John Hancock Disciplined Value International Fund Class R6	JDIUX	A	International Large Cap - Value	16	0%
Bonds
Money Market Fund		C	U.S. Cash / Money Market	0	0%
Fidelity Advisor Total Bond Fund Class I	FEPIX	B-	Bond - Multi Sector	3	0.51%
John Hancock II High Yield Fund Class 1	JIHDX	B++	Bond - U.S. High Yield	3	0.76%
Other
Keeley Small Cap Value Fund Class A	KSCVX		Other	0	1.36%

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