Lippert Components, Inc. & Kinro Employee Retirement 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
BlackRock S&P 500 Index Fund Institutional Shares	BSPIX	C	U.S. Large Cap	15	0.23%
U.S. Equities - Growth
MainStay Large Cap Growth Fund Class R2	MLRTX	D--	U.S. Large Cap - Growth	21	1.12%
ClearBridge Small Cap Growth Fund Class A	SASMX	A--	U.S. Small Cap - Growth	22	1.24%
Prudential Jennison Mid Cap Growth Fund Class A	PEEAX	D-	U.S. Mid Cap - Growth	23	1.07%
U.S. Equities - Value
Invesco Growth and Income Fund Class A	ACGIX	C++	U.S. All Cap - Value	19	0.81%
JPMorgan Mid Cap Value Fund Class A	JAMCX	C++	U.S. Mid Cap - Value	19	1.23%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
Columbia Small Cap Index Fund Class A	NMSAX	B++	U.S. Small Cap - Value	23	0.45%
Columbia Small Cap Value Fund I Class A	CSMIX	C++	U.S. Small Cap - Value	25	1.31%
Global & Intl. Equity
MFS International Value Fund Class A	MGIAX	C-	International Large Cap - Growth	13	1.08%
BlackRock International Index Fund Investor A Shares	MDIIX	B-	International Large Cap	14	0.6%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Bonds
MFS Total Return Bond Fund Class A	MRBFX	C	Bond - U.S. Corporate	3	0.79%
PIMCO Real Return Fund Class A	PRTNX	C+	U.S. Treasury - TIPS	4	0.85%

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