Silicon Valley Leadership Group

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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 Advisor Freedom 2035 Fund Class I	FITHX	B	U.S. All Cap	12	0.77%
Fidelity Freedom 2060 Fund	FDKVX	B	U.S. All Cap	13	0.45%
Fidelity Advisor Freedom 2045 Fund Class I	FFFIX	B	U.S. All Cap	13	0.78%
Fidelity Advisor Freedom 2050 Fund Class I	FFFPX	B	U.S. All Cap	13	0.79%
Fidelity Advisor Freedom 2055 Fund Class I	FHFIX	B	U.S. All Cap	13	0.82%
Fidelity Advisor Freedom 2040 Fund Class I	FIFFX	B	U.S. All Cap	13	0.77%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Calvert U.S. Large Cap Core Responsible Index Fund Class I	CISIX	C	U.S. Large Cap	16	0.21%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
Fidelity Advisor Freedom Income Fund Class I	FIAFX	B	U.S. All Cap	4	0.47%
Fidelity Advisor Freedom 2005 Fund Class I	FFIVX	B	U.S. All Cap	4	0.56%
Fidelity Advisor Freedom 2010 Fund Class I	FCIFX	B	U.S. All Cap	5	0.61%
Fidelity Advisor Freedom 2015 Fund Class I	FFVIX	B	U.S. All Cap	7	0.62%
Fidelity Advisor Freedom 2020 Fund Class I	FDIFX	B	U.S. All Cap	8	0.66%
Fidelity Advisor Freedom 2025 Fund Class I	FITWX	B	U.S. All Cap	9	0.71%
Fidelity Advisor Freedom 2030 Fund Class I	FEFIX	B	U.S. All Cap	10	0.73%
U.S. Equities - Growth
Janus Triton Fund Class T	JATTX	B--	U.S. Small Cap - Growth	19	0.92%
Columbia Large Cap Growth Fund Class R5	CLWFX	A--	U.S. All Cap - Growth	19	0.72%
U.S. Equities - Value
Invesco Diversified Dividend Fund Class Y	LCEYX	D++	U.S. All Cap - Value	15	0.61%
Eaton Vance Atlanta Capital SMID-Cap Fund Class I	EISMX	D++	U.S. Mid Cap - Value	18	1%
Fidelity Advisor Mid Cap Value Fund Class I	FMPOX	C++	U.S. Mid Cap - Value	19	0.85%
Specialty
Fidelity Advisor Real Estate Fund I Class	FHEIX	C++	U.S. Real Estate	17	0.89%
Global & Intl. Equity
Oppenheimer International Growth Fund Class Y	OIGYX	B-	International Large Cap - Growth	16	0.9%
Columbia Emerging Markets Fund Class R4 Shares	CEMHX	B	Emerging Markets	19	1.53%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
PIMCO GNMA Fund Institutional Class	PDMIX	C	Bond - U.S. Mortgages	2	0.5%
PIMCO Income Fund Institutional Class	PIMIX	A+	Bond - Emerging Market	3	0.45%
Other
Nuveen Inflation Protected Securities Fund Class I	FYIPX		Other	0	0.58%

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