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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 Balanced Fund
FBALX
C
U.S. All Cap
11
0.57%
Fidelity Freedom 2035 Fund
FFTHX
B
U.S. All Cap
12
0.75%
Fidelity Freedom 2055 Fund
FDEEX
B
U.S. All Cap
13
0.78%
Fidelity Freedom 2050 Fund
FFFHX
B
U.S. All Cap
13
0.77%
Fidelity Freedom 2045 Fund
FFFGX
B
U.S. All Cap
13
0.76%
Fidelity Freedom 2040 Fund
FFFFX
B
U.S. All Cap
13
0.75%
Oppenheimer Main Street Fund Class A
MSIGX
C
U.S. Large Cap
15
0.93%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Fidelity Freedom 2005 Fund
FFFVX
B
U.S. All Cap
4
0.54%
Fidelity Freedom 2010 Fund
FFFCX
B
U.S. All Cap
5
0.59%
Fidelity Capital & Income Fund
FAGIX
A
U.S. All Cap
6
0.71%
Fidelity Freedom 2015 Fund
FFVFX
B
U.S. All Cap
7
0.6%
Fidelity Freedom 2020 Fund
FFFDX
B
U.S. All Cap
8
0.64%
Fidelity Freedom 2025 Fund
FFTWX
B
U.S. All Cap
9
0.69%
Fidelity Freedom 2030 Fund
FFFEX
B
U.S. All Cap
10
0.71%
U.S. Equities - Growth
Fidelity Worldwide Fund
FWWFX
B--
U.S. All Cap - Growth
18
1.08%
Fidelity Contrafund Fund
FCNTX
C--
U.S. Large Cap - Growth
19
0.66%
Baron Small Cap Fund Retail Class
BSCFX
B--
U.S. Small Cap - Growth
20
1.31%
Fidelity Extended Market Index
FSMAX
A--
U.S. Small Cap - Growth
20
0%
U.S. Equities - Value
Fidelity Value Discovery Fund
FVDFX
B++
U.S. Large Cap - Value
15
0.73%
American Beacon Large Cap Value Fund Investor Class
AAGPX
C++
U.S. All Cap - Value
18
0.93%
Fidelity Value Strategies Fund
FSLSX
A++
U.S. Mid Cap - Value
20
0.72%
Fidelity Value Fund
FDVLX
A++
U.S. Mid Cap - Value
21
0.65%
Victory RS Partners Fund Class A
RSPFX
B++
U.S. Small Cap - Value
24
1.45%
Specialty
Fidelity Real Estate Investment Portfolio
FRESX
B++
U.S. Real Estate
17
0.8%
Global & Intl. Equity
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
Fidelity International Discovery Fund
FIGRX
B-
International Large Cap - Growth
15
0.98%
Fidelity Freedom Income Fund
FFFAX
B
Emerging Markets
4
0.44%
Bonds
Fidelity Total Bond Fund
FTBFX
B-
Bond - Multi Sector
3
0.45%
Fidelity U.S. Bond Index
FXNAX
C-
Bond - Multi Sector
3
0.05%
Other
Fidelity Global Balanced Fund
FGBLX
Other
0
1%
Rainier Small/Mid Cap Equity Fund Original Shares
RIMSX
Other
0
1.32%
Fidelity Money Market Trust Retirement Government Money Market Portfolio
FGMXX
Other
0
0%
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