Berkshire Hathaway Automotive

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

help

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	12	0%
Fidelity Puritan Fund	FPURX	C	U.S. Large Cap	12	0.57%
Fidelity Freedom 2055 Fund Class K	FNSDX	B	U.S. All Cap	13	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	B	U.S. All Cap	13	0%
Fidelity Freedom 2060 Fund Class K	FNSFX	B	U.S. All Cap	13	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	B	U.S. All Cap	13	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	13	0%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Baron Growth Fund Retail Shares	BGRFX	F+	U.S. Mid Cap	20	1.3%
Glenmede Small Cap Equity Portfolio Class Advisor	GTCSX	A+	U.S. Small Cap	22	0.91%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	U.S. All Cap	4	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	5	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. All Cap	7	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	8	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	9	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	10	0%
U.S. Equities - Growth
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
American Beacon Large Cap Value Fund Investor Class	AAGPX	C++	U.S. All Cap - Value	18	0.93%
Northern Small Cap Value Fund	NOSGX	F++	U.S. Small Cap - Value	25	1%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Investor Shares	VGTSX	D++	International Small Cap	14	0.22%
Fidelity Diversified International Fund	FDIVX	B-	International Large Cap - Growth	14	0.92%
Fidelity Freedom Income Class K	FNSHX	B	Emerging Markets	4	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Franklin U.S. Government Securities Fund Class R6	FGORX	D	Bond - U.S. Mortgages	2	0.46%
PIMCO Total Return Fund Administrative Class	PTRAX	B-	Bond - Multi Sector	3	0.71%
Fidelity Government Income Fund	FGOVX	C--	U.S. Treasury - Intermediate / Long	3	0.45%

Following Plans

Following a plan allows you to:

Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information