Loyola Marymount University Defined Contribution Retirement 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 2035 Fund	FFTHX	B	U.S. All Cap	12	0.75%
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%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	C	U.S. Large Cap	14	0.45%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
TIAA-CREF Social Choice Equity Fund Institutional Class	TISCX	C	U.S. All Cap	15	0.18%
PRIMECAP Odyssey Growth Fund	POGRX	C	U.S. All Cap	18	0.65%
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 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 Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
U.S. Equities - Value
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	B++	U.S. Small Cap - Value	22	0.37%
Specialty
Invesco Real Estate Fund R5 Class	IARIX	C++	U.S. Real Estate	17	0.88%
Global & Intl. Equity
Lazard Emerging Markets Equity Portfolio Institutional Shares	LZEMX	A	Emerging Markets	15	1.09%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A-	International Large Cap - Growth	16	0.49%
Fidelity Freedom Income Fund	FFFAX	B	Emerging Markets	4	0.44%
Bonds
Vanguard Federal Money Market Inv.		C	U.S. Cash / Money Market	0	0%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
PIMCO Total Return III Fund Institutional Class	PTSAX	B-	Bond - Multi Sector	3	0.5%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%

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