Hoerbiger Profit Sharing And 401K Plan

Portfolios Funds Ratings Plan Information

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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
Ivy Asset Strategy Fund Class A	WASAX	B	U.S. All Cap	11	0.96%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C+	U.S. Mid Cap	16	0.09%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B+	U.S. Small Cap	19	0.09%
Loomis Sayles Strategic Income Fund Class Y	NEZYX	A	U.S. All Cap	4	0.7%
BlackRock Global Allocation Fund, Inc. Institutional Shares	MALOX	C	U.S. All Cap	10	0.78%
U.S. Equities - Growth
William Blair Mid Cap Growth Fund Class N	WCGNX	F-	U.S. Mid Cap - Growth	18	1.35%
T. Rowe Price Blue Chip Growth Fund	TRBCX	D--	U.S. Large Cap - Growth	21	0.74%
U.S. Equities - Value
BlackRock Equity Dividend Fund Institutional Shares	MADVX	D++	U.S. All Cap - Value	16	0.72%
Specialty
Nuveen Real Estate Securities Fund Class I	FARCX	C++	U.S. Real Estate	17	1%
Global & Intl. Equity
DFA International Small Company Portfolio Institutional Class	DFISX	C++	International Small Cap	14	0.54%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Oppenheimer Developing Markets Fund Class Y	ODVYX	C	Emerging Markets	17	1.01%
Bonds
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	B-	Bond - Multi Sector	1	0.1%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Other
Transamerica Partners Institutional Mid Value Fund	DIMVX		Other	0	0.9%
Transamerica Institutional Asset Allocation-Short Horizon Fund	DISHX		Other	0	0.1%
Transamerica Partners Institutional Stock Index Fund	DISFX		Other	0	0.3%
Royce Low-Priced Stock Fund Investment Class	RLPHX		Other	0	1.24%

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