Unified Grocers, Inc. Employee Savings 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
Fidelity Capital & Income Fund	FAGIX	A	U.S. All Cap	6	0.71%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
U.S. Equities - Value
Diamond Hill Large Cap Fund Class Y	DHLYX	C++	U.S. Large Cap - Value	15	0.66%
Specialty
Cohen & Steers Institutional Realty Shares	CSRIX	B++	U.S. Real Estate	17	0.75%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class I	ODVIX	C	Emerging Markets	17	0.87%
Bonds
Metropolitan West Low Duration Bond Fund Class Institutional	MWLIX	C	Bond - U.S. Mortgages	1	0.37%
Metropolitan West Total Return Bond Fund Class I	MWTIX	B-	Bond - Multi Sector	3	0.4%
Other
Fidelity Investments Money Market Funds Government Portfolio Class I	FIGXX		Other	0	0%

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