Specialty Systems 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
Glenmede Small Cap Equity Portfolio Class Advisor	GTCSX	A+	U.S. Small Cap	22	0.91%
T. Rowe Price Retirement 2025 Fund	TRRHX	C	U.S. All Cap	10	0.72%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
Fidelity Blue Chip Growth Fund	FBGRX	B--	U.S. All Cap - Growth	23	0.74%
Victory RS Small Cap Growth Fund Class A	RSEGX	F--	U.S. Small Cap - Growth	25	1.35%
U.S. Equities - Value
MFS Value Fund Class R3	MEIHX	C++	U.S. Mega Cap - Value	14	0.91%
Invesco Diversified Dividend Fund Class R	DDFRX	D++	U.S. All Cap - Value	15	1.11%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
Commerce Value Fund	CFVLX	D++	U.S. Large Cap - Value	15	0.66%
Fidelity Growth & Income Portfolio	FGRIX	B++	U.S. Large Cap - Value	16	0.67%
Fidelity Mid-Cap Stock Fund	FMCSX	C++	U.S. Mid Cap - Value	18	0.78%
Fidelity Small Cap Discovery Fund	FSCRX	B++	U.S. Mid Cap - Value	20	1.01%
JPMorgan Small Cap Value Fund Class A	PSOAX	C++	U.S. Small Cap - Value	27	1.24%
Specialty
T. Rowe Price Real Estate Adv	PAREX	B++	U.S. Real Estate	21	1.03%
Global & Intl. Equity
Fidelity Diversified International Fund	FDIVX	B-	International Large Cap - Growth	14	0.92%
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Baird Short-Term Bond Fund Investor Class	BSBSX	C	U.S. Treasury - Short	1	0.55%
Baird Core Plus Bond Fund Class Investor	BCOSX	B--	U.S. Treasury - Intermediate / Long	3	0.55%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	3	0.72%
Other
Fidelity Money Market Trust Retirement Government Money Market Portfolio	FGMXX		Other	0	0%

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