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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%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Small Capitalization Index Fund Investor SharesNAESXB+U.S. Small Cap19fund risk0.24%
Fidelity Freedom 2005 FundFFFVXBU.S. All Cap4fund risk0.54%
Fidelity Freedom 2010 FundFFFCXBU.S. All Cap5fund risk0.59%
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 Contrafund FundFCNTXC--U.S. Large Cap - Growth19fund risk0.66%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap - Growth20fund risk0.08%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class AMACGXF-U.S. Mid Cap - Growth34fund risk0.95%
U.S. Equities - Value     
American Funds American Mutual Fund Class R-4RMFEXD++U.S. Mega Cap - Value12fund risk0.66%
Pioneer Disciplined Value Fund Class YCVFYXC++U.S. Large Cap - Value16fund risk0.85%
Perkins Mid Cap Value Fund Class IJMVAXF++U.S. Mid Cap - Value17fund risk0.63%
JPMorgan Small Cap Equity Fund Select ClassVSEIXD++U.S. Mid Cap - Value18fund risk0.99%
Global & Intl. Equity     
Fidelity International IndexFSPSXB-International Large Cap14fund risk0.06%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth16fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXCEmerging Markets17fund risk1.35%
Fidelity Freedom Income FundFFFAXBEmerging Markets4fund risk0.44%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
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