The Trustees of Japan Business Systems Technology 401(K) Profit Sharing 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 Retirement Choices at 2035 Portfolio Class 1	JRYOX	C	U.S. All Cap	10	0.3%
John Hancock Funds Retirement Choices at 2040 Portfolio Class 1	JRROX	C	U.S. All Cap	11	0.3%
John Hancock Funds Retirement Choices at 2045 Portfolio Class 1	JRVOX	C	U.S. All Cap	12	0.3%
John Hancock Funds Retirement Choices at 2050 Portfolio Class 1	JRIOX	C	U.S. All Cap	12	0.3%
Vanguard Total World Stock ETF	VT	C	U.S. All Cap	14	0.18%
JPMorgan U.S. Equity Fund Class R6	JUEMX	D	U.S. Large Cap	16	0.54%
John Hancock Funds Retirement Choices Income Portfolio Class 1	JRFOX	C	U.S. Large Cap	4	0.54%
John Hancock Funds Retirement Choices at 2025 Portfolio Class 1	JREOX	C	U.S. Large Cap	6	0.38%
John Hancock Funds Retirement Choices at 2030 Portfolio Class 1	JRHOX	C	U.S. All Cap	8	0.33%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
U.S. Equities - Growth
Janus Global Life Sciences Fund Class I	JFNIX	B--	U.S. Small Cap - Growth	16	0.77%
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
Vanguard Mid-Cap Growth ETF	VOT	B-	U.S. Mid Cap - Growth	19	0.09%
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
Vanguard Small-Cap Growth Index Fund Admiral Shares	VSGAX	C--	U.S. Small Cap - Growth	21	0%
Science & Technology Fund		F--	U.S. All Cap - Growth	27	1.13%
U.S. Equities - Value
Templeton World Fund Class A	TEMWX	D++	U.S. Large Cap - Value	13	1.05%
Vanguard Value Index Fund Institutional Shares	VIVIX	C++	U.S. Mega Cap - Value	15	0.08%
Vanguard Mid-Cap Value ETF	VOE	C++	U.S. Mid Cap - Value	18	0.09%
Vanguard Energy Fund Admiral Shares	VGELX	F++	U.S. All Cap - Value	22	0.32%
Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	B++	U.S. Small Cap - Value	22	0.09%
WisdomTree MidCap Earnings Fund	EZM	D++	U.S. Mid Cap - Value	22	0.38%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	22	0.37%
Specialty
Real Estate Securities fund		B++	U.S. Real Estate	18	0.1%
Bonds
John Hancock Stable Value		C	U.S. Cash / Money Market	0	0%
John Hancock Bond Fund Class R6	JHBSX	A-	Bond - Multi Sector	3	0.5%
Templeton Global Bond Fund Class R6	FBNRX	F-	U.S. Treasury - Short / Intermediate	4	0.51%
DFA Inflation-Protected Securities Portfolio Institutional Class	DIPSX	C+	U.S. Treasury - TIPS	4	0.12%
Other
Utilities Fund			Other	0	0.97%
John Hancock Funds Retirement Choices at 2020 Portfolio Class 1	JRWOX		Other	0	0.45%

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