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Lockheed Martin Corporation Capital Accumulation Plan

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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Retirement Date Fund 2030CU.S. All Cap11fund risk0.74%
Retirement Date Fund 2035CU.S. All Cap12fund risk0.76%
Retirement Date Fund 2040CU.S. All Cap13fund risk0.76%
Retirement Date Fund 2045CU.S. All Cap14fund risk0.76%
Retirement Date Fund 2050CU.S. All Cap14fund risk0.76%
Retirement Date Fund 2055CU.S. All Cap14fund risk0.76%
Retirement Date Fund 2060CU.S. All Cap14fund risk0%
U.S. Large Cap Equity Index FundCU.S. Large Cap15fund risk0.05%
Retirement Date Fund (up to 2020)BU.S. All Cap7fund risk0.65%
Retirement Date Fund 2020BU.S. All Cap8fund risk0.69%
Retirement Date Fund 2025CU.S. All Cap10fund risk0.72%
U.S. Equities - Growth     
U.S. Small & Mid-Cap Equity Index FundA--U.S. Small Cap - Growth20fund risk0.08%
Global & Intl. Equity     
Global ex-U.S. Equity Index FundD++International Small Cap14fund risk0.14%
Bonds     
LMIMCO Stable Value FundCU.S. Cash / Money Market0fund risk0%
LMIMCO Actively Mgd. Bond FundB--U.S. Treasury - Intermediate / Long2fund risk0.48%
Broad Market Bond Index FundC-Bond - Multi Sector3fund risk0.07%
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