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Brotherhood Mutual Insurance Company 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 FundFFTHXBU.S. All Cap12fund risk0.75%
Fidelity Freedom 2055 FundFDEEXBU.S. All Cap13fund risk0.78%
Fidelity Freedom 2050 FundFFFHXBU.S. All Cap13fund risk0.77%
Fidelity Freedom 2045 FundFFFGXBU.S. All Cap13fund risk0.76%
Fidelity Freedom 2040 FundFFFFXBU.S. All Cap13fund risk0.75%
T. Rowe Price Dividend Growth Fund Advisor ClassTADGXCU.S. Large Cap13fund risk0.93%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Fidelity Mid Cap IndexFSMDXC+U.S. Mid Cap16fund risk0.04%
ClearBridge Aggressive Growth Fund Class ASHRAXDU.S. All Cap18fund risk1.23%
Glenmede Small Cap Equity Portfolio Class AdvisorGTCSXA+U.S. Small Cap22fund risk0.91%
Fidelity Freedom 2005 FundFFFVXBU.S. All Cap4fund risk0.54%
Fidelity Freedom 2010 FundFFFCXBU.S. All Cap5fund risk0.59%
Fidelity Capital & Income FundFAGIXAU.S. All Cap6fund risk0.71%
Fidelity Freedom 2015 FundFFVFXBU.S. All Cap7fund risk0.6%
Fidelity Freedom 2020 FundFFFDXBU.S. All Cap8fund risk0.64%
Fidelity Freedom 2025 FundFFTWXBU.S. All Cap9fund risk0.69%
Fidelity Freedom 2030 FundFFFEXBU.S. All Cap10fund risk0.71%
U.S. Equities - Growth     
Fidelity Capital Appreciation FundFDCAXA--U.S. All Cap - Growth18fund risk0.77%
Loomis Sayles Small Cap Growth Fund Retail ClassLCGRXC--U.S. Small Cap - Growth21fund risk1.25%
U.S. Equities - Value     
Fidelity Stock Selector Large Cap Value FundFSLVXB++U.S. Large Cap - Value16fund risk0.71%
American Beacon Large Cap Value Fund Investor ClassAAGPXC++U.S. All Cap - Value18fund risk0.93%
Artisan Mid Cap Value Fund Investor ClassARTQXC++U.S. Mid Cap - Value18fund risk1.2%
Fidelity Value FundFDVLXA++U.S. Mid Cap - Value21fund risk0.65%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXA++Commodities14fund risk0.74%
First Eagle Gold Fund Class IFEGIXC--Gold26fund risk1%
Global & Intl. Equity     
Fidelity International Discovery FundFIGRXB-International Large Cap - Growth15fund risk0.98%
Fidelity Emerging Markets IndexFPADXCEmerging Markets17fund risk0.1%
Fidelity Freedom Income FundFFFAXBEmerging Markets4fund risk0.44%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Limited Term Government FundFFXSXC-U.S. Treasury - Short / Intermediate1fund risk0.45%
DoubleLine Total Return Bond Fund Class IDBLTXB--U.S. Treasury - Intermediate / Long2fund risk0.48%
Fidelity Total Bond FundFTBFXB-Bond - Multi Sector3fund risk0.45%
PIMCO Real Return Fund Administrative ClassPARRXC+U.S. Treasury - TIPS4fund risk0.7%
Other     
Rainier Small/Mid Cap Equity Fund Original SharesRIMSX Other0fund risk1.32%
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