Matrix Technologies Profit Sharing & 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
American Funds Capital World Growth and Income Fund Class R-5	RWIFX	C	U.S. Large Cap	14	0.49%
American Funds Fundamental Investors Class R-5	RFNFX	C	U.S. Large Cap	15	0.36%
Vanguard 500 Index Fund Admiral Class	VFIAX	C	U.S. Large Cap	15	0.05%
American Funds AMCAP Fund Class R-5	RAFFX	D	U.S. Large Cap	15	0.42%
Royce Pennsylvania Mutual Fund Investment Class	PENNX	B+	U.S. Small Cap	20	0.92%
U.S. Equities - Growth
Columbia Acorn Fund Class Z	ACRNX	D-	U.S. Mid Cap - Growth	21	0.78%
Vanguard Small-Cap Growth Index Fund Institutional Shares	VSGIX	C--	U.S. Small Cap - Growth	21	0.08%
U.S. Equities - Value
Oakmark Equity And Income Fund Class I	OAKBX	A++	U.S. All Cap - Value	13	0.77%
VY JPMorgan Mid Cap Value Portfolio Class I	IJMIX	C++	U.S. Mid Cap - Value	19	0.86%
Columbia Mid Cap Index Fund Class A	NTIAX	D++	U.S. Mid Cap - Value	19	0.45%
BlackRock Energy and Resources	XBGRX	F++	U.S. All Cap - Value	29	0%
Prudential QMA Small-Cap Value Fund Class Retirement	TSVRX	C++	U.S. Small Cap - Value	30	1.17%
Specialty
T. Rowe Price Real Estate Fund	TRREX	B++	U.S. Real Estate	21	0.79%
Global & Intl. Equity
Oppenheimer Developing Markets Fund Class A	ODMAX	C	Emerging Markets	17	1.35%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Principal High Yield Fund I Institutional Class	PYHIX	B++	Bond - U.S. High Yield	3	0.65%
Vanguard Total Bond Market Index Fund Investor Shares	VBMFX	C-	Bond - Multi Sector	3	0.2%
Other
MetLife, Inc.	MLG		Other	0	0%

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