Franklin Mint Federal Credit Union

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 Balanced Fund	FBALX	C	U.S. All Cap	11	0.57%
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%
Pax Ellevate Global Women's Index Fund Institutional Class	PXWIX	C	U.S. All Cap	13	0.99%
Fidelity 500 Index	FXAIX	C	U.S. Large Cap	15	0.02%
Parnassus Endeavor Fund Investor Shares	PARWX	A+	U.S. Mid Cap	19	1.07%
Northern Small Cap Core Fund	NSGRX	C+	U.S. Small Cap	21	0.75%
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
Baron Asset Fund Retail Class	BARAX	C-	U.S. Mid Cap - Growth	19	1.32%
Fidelity Extended Market Index	FSMAX	A--	U.S. Small Cap - Growth	20	0%
T. Rowe Price Blue Chip Growth Fund Advisor Class	PABGX	D--	U.S. Large Cap - Growth	21	1%
Fidelity Growth Company	FDGRX	B--	U.S. All Cap - Growth	23	0.83%
U.S. Equities - Value
American Funds American Mutual Fund Class R-4	RMFEX	D++	U.S. Mega Cap - Value	12	0.66%
Fidelity Low-Priced Stock Fund	FLPSX	A++	U.S. All Cap - Value	15	0.79%
American Beacon Small Cap Value Fund Class Y	ABSYX	D++	U.S. Small Cap - Value	25	0.91%
Specialty
Fidelity Real Estate Investment Portfolio	FRESX	B++	U.S. Real Estate	17	0.8%
Global & Intl. Equity
Fidelity International Index	FSPSX	B-	International Large Cap	14	0.06%
Fidelity International Discovery Fund	FIGRX	B-	International Large Cap - Growth	15	0.98%
Fidelity Emerging Markets Index	FPADX	C	Emerging Markets	17	0.1%
Fidelity Freedom Income Class K	FNSHX	B	Emerging Markets	4	0%
Bonds
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%
Fidelity U.S. Bond Index	FXNAX	C-	Bond - Multi Sector	3	0.05%
Other
Fidelity Government Money Market Fund	SPAXX		Other	0	0%

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