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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 Balanced Fund Class KFBAKXCU.S. All Cap11fund risk0.46%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Wells Fargo Common Stock Fund - Class R6SCSRXD+U.S. Mid Cap19fund risk0.81%
JPMorgan U.S. Small Company Fund Class R6JUSMXC+U.S. Small Cap24fund risk0.75%
Trimble Navigation LimitedTRMBB+U.S. Mid Cap32fund risk0%
U.S. Equities - Growth     
Fidelity Capital Appreciation Fund Class KFCAKXA--U.S. All Cap - Growth18fund risk0.63%
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth19fund risk0.56%
U.S. Equities - Value     
MFS Value Fund Class R6MEIKXC++U.S. Mega Cap - Value14fund risk0.56%
Fidelity Low-Priced Stock Fund Class KFLPKXA++U.S. All Cap - Value15fund risk0.68%
Fidelity Value Fund Class KFVLKXA++U.S. Mid Cap - Value21fund risk0.52%
Global & Intl. Equity     
Fidelity Global ex U.S. IndexFSGGXA-International Large Cap14fund risk0.1%
Fidelity Diversified International Fund Class KFDIKXB-International Large Cap - Growth14fund risk0.78%
Hartford International Opportunities HLS Fund Class IAHIAOXB-International Large Cap - Growth15fund risk0.74%
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Following Plans

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