Logistyx Technologies 401k 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
American Funds 2035 Target Date Retirement Fund Class A	AAFTX	C	U.S. All Cap	11	0.36%
American Funds 2040 Target Date Retirement Fund Class A	AAGTX	C	U.S. All Cap	12	0.36%
American Funds 2045 Target Date Retirement Fund Class A	AAHTX	C	U.S. All Cap	13	0.36%
American Funds 2050 Target Date Retirement Fund Class A	AALTX	C	U.S. All Cap	13	0.37%
American Funds 2055 Target Date Retirement Fund Class A	AAMTX	C	U.S. All Cap	13	0.35%
American Funds Capital World Growth and Income Fund Class R-2	RWIBX	C	U.S. Large Cap	14	1.51%
American Funds Investment Company of America Class R-2	RICBX	D	U.S. Large Cap	14	1.36%
American Funds Fundamental Investors Class R-2	RFNBX	C	U.S. Large Cap	15	1.36%
American Funds AMCAP Fund Class R-2	RAFBX	D	U.S. Large Cap	15	1.44%
American Funds 2010 Target Date Retirement Fund Class A	AAATX	C	U.S. All Cap	6	0.38%
American Funds 2015 Target Date Retirement Fund Class A	AABTX	C	U.S. All Cap	6	0.36%
American Funds 2020 Target Date Retirement Fund Class A	AACTX	C	U.S. All Cap	6	0.37%
American Funds 2025 Target Date Retirement Fund Class A	AADTX	C	U.S. Large Cap	8	0.36%
American Funds American Balanced Fund Class R-2	RLBBX	C	U.S. Large Cap	9	1.34%
American Funds 2030 Target Date Retirement Fund Class A	AAETX	C	U.S. Large Cap	9	0.36%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-2	RNPBX	A--	U.S. All Cap - Growth	17	1.53%
American Funds The Growth Fund of America Class R-2	RGABX	C--	U.S. All Cap - Growth	18	1.37%
U.S. Equities - Value
American Funds The Income Fund of America Class R-2	RIDBX	B++	U.S. Mega Cap - Value	9	1.36%
American Funds Capital Income Builder Class R-2	RIRBX	C++	U.S. Mega Cap - Value	9	1.37%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Funds Intermediate Bond Fund of America Class R-2	RBOBX	C-	U.S. Treasury - Short / Intermediate	1	1.36%
American Funds U.S. Government Securities Fund Class R-2	RGVBX	C-	Bond - Multi Sector	2	1.35%
American Funds The Bond Fund of America Class R-2	RBFBX	C-	Bond - Multi Sector	3	1.35%
American Funds American High-Income Trust Class R-2	RITBX	A++	Bond - U.S. High Yield	3	1.47%
American Funds Capital World Bond Fund Class R-2	RCWBX	D+	Bond - Emerging Market	3	1.67%
Other
American Funds U.S. Government Money Market Fund Class R-2	RABXX		Other	0	0%

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