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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 Freedom 2035 Fund Class KFSNUXBU.S. All Cap12fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXBU.S. All Cap13fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXBU.S. All Cap13fund risk0%
Fidelity Freedom 2060 Fund Class KFNSFXBU.S. All Cap13fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXBU.S. All Cap13fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXBU.S. All Cap13fund risk0%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap5fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap7fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap8fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap9fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap - Growth20fund risk0%
Loomis Sayles Small Cap Growth Fund Class NLSSNXC--U.S. Small Cap - Growth21fund risk0.83%
Fidelity Growth Company Fund Class KFGCKXB--U.S. All Cap - Growth23fund risk0.71%
U.S. Equities - Value     
T. Rowe Price Institutional Large Cap Value FundTILCXC++U.S. All Cap - Value17fund risk0.58%
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6ERASXD++U.S. Mid Cap - Value18fund risk0%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF++U.S. Small Cap - Value25fund risk0.98%
Global & Intl. Equity     
Fidelity Diversified International Fund Class KFDIKXB-International Large Cap - Growth14fund risk0.78%
Fidelity Freedom Income Class KFNSHXBEmerging Markets4fund risk0%
Bonds     
Vanguard Federal Money Market Fund Investor SharesVMFXXCU.S. Cash / Money Market0fund risk0%
Prudential Total Return Bond Fund Class QPTRQXB-Bond - Multi Sector4fund risk0.52%
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