Poet Biorefining - Gowrie 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
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	A--	U.S. All Cap - Growth	17	0.45%
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
T. Rowe Price Institutional Large Cap Growth Fund	TRLGX	A--	U.S. Large Cap - Growth	20	0.56%
U.S. Equities - Value
T. Rowe Price Institutional Large Cap Value Fund	TILCX	C++	U.S. All Cap - Value	17	0.58%
DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	C++	U.S. All Cap - Value	18	0.27%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	A++	U.S. Small Cap - Value	25	0.37%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Invesco International Growth Fund R5 Class	AIEVX	B-	International Large Cap - Growth	14	0.97%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	18	0.64%
Bonds
Loomis Sayles Investment Grade Bond Fund Admin Class	LIGAX	B	Bond - U.S. Corporate	2	1.08%
Hotchkis & Wiley High Yield Fund Class I	HWHIX	A++	Bond - U.S. High Yield	4	0.7%
Loomis Sayles Bond Fund Institutional Class	LSBDX	A	Bond - U.S. Corporate	4	0.63%

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