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401k, 403b plan

Bracewell & Giuliani, LLP 401(K) 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     
Fidelity Freedom 2035 Fund Class KFSNUXBU.S. All Cap12fund risk0%
Fidelity Puritan Fund Class KFPUKXCU.S. Large Cap12fund risk0.46%
Fidelity Freedom 2050 Fund Class KFNSBXBU.S. All Cap13fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXBU.S. All Cap13fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXBU.S. All Cap13fund risk0%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. All Cap4fund risk0%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap5fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap7fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap8fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap9fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap10fund risk0%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXD--U.S. Large Cap - Growth21fund risk0.74%
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class IMSSGXAU.S. Micro Cap - Growth33fund risk1.04%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXF-U.S. Mid Cap - Growth35fund risk0.7%
U.S. Equities - Value     
Invesco Diversified Dividend Fund R5 ClassDDFIXD++U.S. All Cap - Value15fund risk0.57%
Fidelity Low-Priced Stock Fund Class KFLPKXA++U.S. All Cap - Value15fund risk0.68%
CRM Small/Mid Cap Value Fund Class InstitutionalCRIAXA++U.S. Mid Cap - Value20fund risk0.85%
Specialty     
Nuveen Real Estate Securities Fund Class IFARCXC++U.S. Real Estate17fund risk1%
Global & Intl. Equity     
Harbor International Fund Institutional ClassHAINXA-International Large Cap15fund risk0.74%
DFA Emerging Markets Portfolio Institutional ClassDFEMXAEmerging Markets16fund risk0.57%
Fidelity Freedom Income Class KFNSHXBEmerging Markets4fund risk0%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
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