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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
Goldman Sachs Growth Strategy Portfolio Class A	GGSAX	C	U.S. All Cap	12	0.6%
American Funds Capital World Growth and Income Fund Class F-1	CWGFX	C	U.S. Large Cap	13	0.82%
The Hartford Capital Appreciation Fund Class A	ITHAX	F	U.S. All Cap	15	1.14%
Victory S&P 500 Index Fund Class A	MUXAX	C	U.S. Large Cap	15	0.73%
JPMorgan Equity Index Fund Select Class	HLEIX	C	U.S. Large Cap	15	0.2%
Principal MidCap Fund R-4 Class	PMBSX	D+	U.S. Mid Cap	16	0.98%
John Hancock Fundamental Large Cap Core Fund Class A	TAGRX	B	U.S. All Cap	17	1.1%
BlackRock Small Cap Index Fund Investor A Shares	MDSKX	C+	U.S. Small Cap	23	0.55%
Goldman Sachs Balanced Strategy Portfolio Class A	GIPAX	C	U.S. Large Cap	7	0.6%
Goldman Sachs Growth and Income Strategy Portfolio Class A	GOIAX	C	U.S. All Cap	10	0.6%
U.S. Equities - Growth
American Funds The Growth Fund of America Class F-1	GFAFX	B--	U.S. All Cap - Growth	18	0.71%
Federated Kaufmann Small Cap Fund Class A Shares	FKASX	B--	U.S. Small Cap - Growth	22	1.95%
U.S. Equities - Value
BlackRock Equity Dividend Fund Investor A Shares	MDDVX	D++	U.S. All Cap - Value	16	0.99%
JPMorgan Small Cap Equity Fund Class A	VSEAX	D++	U.S. Mid Cap - Value	18	1.29%
Franklin Income Fund Class A	FKINX	A++	U.S. Mega Cap - Value	9	0.62%
Specialty
Nuveen Real Estate Securities Fund Class A	FREAX	C++	U.S. Real Estate	17	1.25%
Global & Intl. Equity
First Eagle Overseas Fund Class A	SGOVX	D++	International Small Cap	10	1.15%
Bonds
John Hancock Money Market Fund Class A	JHMXX	C	U.S. Cash / Money Market	0	0%
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
John Hancock Focused High Yield Fund Class A	JHHBX	B++	Bond - U.S. High Yield	4	0.97%
Other
Heartland Select Value Fund Investor Class	HRSVX		Other	0	1.2%

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