Delaware North Companies 401(K) Union 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
ClearBridge Appreciation Fund Class A	SHAPX	C-	U.S. Mega Cap	15	1.02%
Dreyfus Institutional S&P 500 Stock Index Fund Class I	DSPIX	D	U.S. Large Cap	15	0.2%
American Funds AMCAP Fund Class A	AMCPX	D	U.S. Large Cap	15	0.7%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
BlackRock Global Allocation Fund, Inc. Investor A Shares	MDLOX	C	U.S. All Cap	10	1.05%
U.S. Equities - Growth
American Funds New Perspective Fund Class A	ANWPX	A--	U.S. All Cap - Growth	17	0.79%
U.S. Equities - Value
MFS Value Fund Class A	MEIAX	C++	U.S. Mega Cap - Value	14	0.92%
MFS Value Fund Class I	MEIIX	C++	U.S. Mega Cap - Value	14	0.67%
JPMorgan Mid Cap Value Fund Class A	JAMCX	C++	U.S. Mid Cap - Value	19	1.23%
Global & Intl. Equity
MFS International New Discovery Fund Class A	MIDAX	D++	International Small Cap	12	1.39%
MFS International Value Fund Class R4	MINHX	C-	International Large Cap - Growth	13	0.83%
Invesco Developing Markets Fund R5 Class	GTDIX	C	Emerging Markets	15	1.01%
Bonds
MFS Government Securities Fund Class R4	MFGJX	C-	U.S. Treasury - Intermediate	2	0.62%
MFS Total Return Bond Fund Class R4	MRBJX	C	Bond - U.S. Corporate	3	0.65%
Templeton Global Bond Fund Advisor Class	TGBAX	C-	U.S. Treasury - Short / Intermediate	3	0.61%
Other
Invesco Structured Value I	ASIVX		Other	0	0.75%

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