Lahey Clinic 403(B) Retirement Savings 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 Freedom 2055 Fund Class K	FNSDX	B	U.S. All Cap	13	0%
Neuberger Berman Socially Responsive Fund Institutional Class	NBSLX	B	U.S. All Cap	15	0.69%
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
Fidelity Contrafund Fund Class K	FCNKX	C--	U.S. Large Cap - Growth	19	0.56%
Vanguard Growth Index Fund Admiral Shares	VIGAX	C--	U.S. Large Cap - Growth	20	0.09%
Fidelity Growth Company Fund Class K	FGCKX	B--	U.S. All Cap - Growth	23	0.71%
U.S. Equities - Value
American Century Equity Income Fund Institutional Class	ACIIX	C++	U.S. Mega Cap - Value	11	0.73%
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
Vanguard Value Index Fund Admiral Shares	VVIAX	C++	U.S. Mega Cap - Value	15	0.09%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Admiral Shares	VTIAX	D++	International Small Cap	14	0.14%
Fidelity Diversified International Fund Class K	FDIKX	B-	International Large Cap - Growth	14	0.78%
Morgan Stanley Institutional Fund, Inc. International Equity Portfolio Class I	MSIQX	D+	Europe	15	0.94%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	3	0.43%
Vanguard Total Bond Market Index Fund Admiral Shares	VBTLX	C-	Bond - Multi Sector	3	0.08%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C+	U.S. Treasury - TIPS	4	0.1%
Other
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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