Shps, Inc. 401(K) 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 Century Strategic Allocation: Moderate Fund Institutional Class	ASAMX	C	U.S. All Cap	10	0.86%
Fidelity Advisor Asset Manager 70% Fund Class A	FAASX	C	U.S. All Cap	11	1.04%
T. Rowe Price Retirement 2030 Fund	TRRCX	C	U.S. All Cap	11	0.74%
American Century Strategic Allocation: Aggressive Fund Institutional Class	AAAIX	C	U.S. All Cap	12	1%
T. Rowe Price Retirement 2040 Fund	TRRDX	C	U.S. All Cap	13	0.76%
T. Rowe Price Retirement 2050 Fund	TRRMX	C	U.S. All Cap	14	0.76%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
American Century Strategic Allocation: Conservative Fund Institutional Class	ACCIX	C	U.S. All Cap	7	0.8%
T. Rowe Price Retirement 2020 Fund	TRRBX	B	U.S. All Cap	8	0.69%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-4	RNPEX	A--	U.S. All Cap - Growth	17	0.8%
American Funds The Growth Fund of America Class R-4	RGAEX	B--	U.S. All Cap - Growth	18	0.68%
Baron Asset Fund Retail Class	BARAX	C-	U.S. Mid Cap - Growth	19	1.32%
Baron Small Cap Fund Retail Class	BSCFX	B--	U.S. Small Cap - Growth	20	1.31%
U.S. Equities - Value
MFS Utilities Fund Class A	MMUFX	F++	U.S. Mega Cap - Value	13	1.01%
American Century Large Company Value Fund Investor Class	ALVIX	D++	U.S. Mega Cap - Value	14	0.85%
JPMorgan Equity Income Fund Select Class	HLIEX	C++	U.S. Mega Cap - Value	15	0.78%
Perkins Mid Cap Value Fund Class T	JMCVX	F++	U.S. Mid Cap - Value	17	0.73%
Dreyfus Strategic Value Fund Class I	DRGVX	B++	U.S. All Cap - Value	18	0.73%
Royce Premier Fund Service Class	RPFFX	F++	U.S. Mid Cap - Value	19	1.38%
Federated Mid-Cap Index Fund Service Shares	FMDCX	D++	U.S. Mid Cap - Value	19	0.54%
Franklin Mutual Financial Services Fund Class A	TFSIX	D++	U.S. All Cap - Value	22	1.46%
Goldman Sachs Small Cap Value Fund IR	GSQTX	F++	U.S. Small Cap - Value	25	1.13%
Global & Intl. Equity
MFS International New Discovery Fund Class R3	MIDHX	D++	International Small Cap	12	1.39%
BlackRock International Opportunities Portfolio Service Shares	BRESX	C+	Europe	13	1.71%
Templeton Growth Fund, Inc. Class A	TEPLX	B-	International Large Cap	14	1.07%
Artisan International Value Fund Investor Class	ARTKX	A	International Large Cap - Value	16	1.16%
Bonds
BlackRock U.S. Government Bond Portfolio Investor A Shares	CIGAX	C--	U.S. Treasury - Intermediate / Long	2	0.9%
Harbor Bond Fund Administrative Class	HRBDX	B-	Bond - Multi Sector	3	0.78%
Fidelity Advisor Strategic Income Fund Class A	FSTAX	B++	Bond - U.S. High Yield	3	0.98%
Federated Total Return Government Bond Fund Service Shares	FTGSX	C--	U.S. Treasury - Intermediate / Long	3	0.65%
Other
Federated Treasury Obligations Fund Service Shares	TOSXX		Other	0	0%

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