Page 10 - SGH Profit Sharing & 401(k) Plan and Trust

Plan-Selected Funds If you prefer to make your own investment decisions, the Plan-Selected Funds may be right for you. Plan-Selected Funds include a list of well-researched investment choices, allowing you to build and manage your own retirement portfolio. The list has been crafted to give you a range of investment choices that may accommodate your financial goals and time horizons. What Are Plan-Selected Funds? Plan-Selected Funds are funds that have been pre-selected by SGH to provide flexibility in creating a portfolio reflecting your retirement savings style. The asset category, risk rating and historical performance for each of the funds are just some of the factors to consider when making your retirement investment decisions. A fund profile is available for each fund in the Plan. To find more information about the funds offered in our Plan, refer to the fund profile sheets located on workplace.schwab.com. HOW PLAN-SELECTED FUNDS WORK: • CompletetheInvestorProfileQuestionnaire—anonlinetooldesignedtoassistyouindeterminingyourinvestingtimehorizonandrisktolerance.The questionnaire may be viewed online at workplace.schwab.com. • Selectthefundsthatinterestyouanddeterminethepercentageofyourcontributionthatyouwouldliketoallocatetoeachfund. • Re-evaluateyourfinancialplanandinvestmentriskatleastannuallytohelpworktowardyourretirementsavingsgoals. Name Ticker Morningstar Category T. Rowe Price Retirement 2005 TRRFX Target-Date 2000-2010 T. Rowe Price Retirement 2010 TRRAX Target-Date 2000-2010 T. Rowe Price Retirement 2015 TRRGX Target-Date 2015 T. Rowe Price Retirement 2020 TRRBX Target-Date 2020 T. Rowe Price Retirement 2025 TRRHX Target-Date 2025 T. Rowe Price Retirement 2030 TRRCX Target-Date 2030 T. Rowe Price Retirement 2035 TRRJX Target-Date 2035 T. Rowe Price Retirement 2040 TRRDX Target-Date 2040 T. Rowe Price Retirement 2045 TRRKX Target-Date 2045 T. Rowe Price Retirement 2050 TRRMX Target-Date 2050 T. Rowe Price Retirement 2055 TRRNX Target-Date 2055 T. Rowe Price Retirement 2060 TRRLX Target-Date 2060+ Janus Henderson Flexible Bond N JDFNX Intermediate-Term Bond TCW Emerging Markets Income I TGEIX Emerging Markets Bond Name Ticker Morningstar Category Vanguard Wellesley® Income AdmiralTM VWIAX Allocation--30% to 50% Equity Boston Trust Balanced Retirement Fund N/A* Allocation--70% to 85% Equity T. Rowe Price Equity Income PRFDX Large Value Vanguard Institutional Index I VINIX Large Blend Touchstone Large Company Growth Instl DSMLX Large Growth Fidelity® Low-Priced Stock FLPSX Mid-Cap Value Vanguard Extended Market Index Instl VIEIX Mid-Cap Blend T. Rowe Price Mid-Cap Growth RPMGX Mid-Cap Growth Champlain Small Company Institutional CIPNX Small Growth Fidelity® Diversified Intl K6 FKIDX Foreign Large Growth Harding Loevner Intl Small Coms Instl HLMRX Foreign Small/Mid Growth Artisan Developing World Institutional APHYX Diversified Emerging Mkts Fidelity Advisor® Real Estate Income I FRIRX Real Estate Federated Prime Cash Obligations Trust N/A** Prime Money Market * This investment option is a separate account and is not a registered investment company product. ** This investment option is a collective trust fund and is not a registered investment company product. 10 SGH Profit Sharing & 401(k) Plan and Trust