Equity Group Investments, L.L.C. Advantage 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
American Funds Fundamental Investors Class A	ANCFX	C	U.S. Large Cap	15	0.63%
U.S. Equities - Growth
American Funds New Perspective Fund Class A	ANWPX	A--	U.S. All Cap - Growth	17	0.79%
Oak Ridge Small Cap Growth Fund Class A	ORIGX	C--	U.S. Small Cap - Growth	20	1.4%
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	D--	U.S. Large Cap - Growth	21	1%
U.S. Equities - Value
Third Avenue Real Estate Value Fund Institutional Class	TAREX	B++	U.S. Mid Cap - Value	16	1.08%
Diamond Hill Small Cap Fund Class A	DHSCX	C++	U.S. Small Cap - Value	22	1.31%
Global & Intl. Equity
MFS International New Discovery Fund Class R4	MIDJX	D++	International Small Cap	12	1.14%
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
JPMorgan Emerging Markets Equity Fund Select Class	JEMSX	F	Emerging Markets	20	1.51%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Metropolitan West Total Return Bond Fund Class M	MWTRX	B-	Bond - Multi Sector	3	0.62%

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