Mediate Management Company, Inc. 401(K) Profit Sharing 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 2035 Target Date Retirement Fund Class R-3	RCFTX	C	U.S. All Cap	11	0%
American Funds 2040 Target Date Retirement Fund Class R-3	RCKTX	C	U.S. All Cap	12	0%
American Funds 2045 Target Date Retirement Fund Class R-3	RCHTX	C	U.S. All Cap	13	0%
American Funds 2050 Target Date Retirement Fund Class R-3	RCITX	C	U.S. All Cap	13	0%
American Funds 2055 Target Date Retirement Fund Class R-3	RCMTX	C	U.S. All Cap	13	0%
American Funds Capital World Growth and Income Fund Class R-3	RWICX	C	U.S. Large Cap	14	1.09%
BlackRock S&P 500 Index Fund Investor A Shares	BSPAX	C	U.S. Large Cap	15	0.48%
Janus Enterprise Fund Class R	JDMRX	F+	U.S. Mid Cap	16	1.43%
Eaton Vance Special Equities Fund Class A	EVSEX	F+	U.S. Mid Cap	17	1.31%
American Funds 2010 Target Date Retirement Fund Class R-3	RCATX	C	U.S. All Cap	6	0%
American Funds 2015 Target Date Retirement Fund Class R-3	RCJTX	C	U.S. All Cap	6	0%
American Funds 2020 Target Date Retirement Fund Class R-3	RCCTX	C	U.S. All Cap	7	0%
American Funds 2025 Target Date Retirement Fund Class R-3	RCDTX	C	U.S. Large Cap	8	0%
American Funds American Balanced Fund Class R-3	RLBCX	C	U.S. Large Cap	9	0.94%
American Funds 2030 Target Date Retirement Fund Class R-3	RCETX	C	U.S. All Cap	9	0%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class R-3	RSLCX	A-	U.S. Mid Cap - Growth	16	1.4%
American Funds The Growth Fund of America Class R-3	RGACX	B--	U.S. All Cap - Growth	18	0.98%
U.S. Equities - Value
AB Equity Income Fund Class R	AUIRX	C++	U.S. Mega Cap - Value	14	1.4%
Pioneer Disciplined Value Fund Class R	CVRFX	D++	U.S. Large Cap - Value	16	1.4%
Columbia Mid Cap Value Fund Class R	CMVRX	D++	U.S. Mid Cap - Value	19	1.42%
Specialty
AB Global Real Estate Investment Fund Class R	ARRRX	B++	U.S. Real Estate	15	1.65%
Global & Intl. Equity
American Funds New World Fund Class R-3	RNWCX	A	Emerging Markets	16	1.34%
American Funds EuroPacific Growth Fund Class R-3	RERCX	A-	International Large Cap - Growth	16	1.14%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Funds The Bond Fund of America Class R-3	RBFCX	B-	Bond - Multi Sector	3	0.92%
American Funds Capital World Bond Fund Class R-3	RCWCX	D+	Bond - Emerging Market	3	1.21%
American Funds American High-Income Trust Class R-3	RITCX	A++	Bond - U.S. High Yield	4	1.01%
Other
Aberdeen Global Natural Resources Fund Class R	GGNRX		Other	0	1.7%
American Funds U.S. Government Money Market Fund Class F-2	AFGXX		Other	0	0%

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